AF

Advisornet Financial Portfolio holdings

AUM $1.77B
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$818M
AUM Growth
+$94.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,734
New
Increased
Reduced
Closed

Top Buys

1
+$8.35M
2
+$4.97M
3
+$3.22M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$3.17M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$2.62M

Top Sells

1
+$7.33M
2
+$4.04M
3
+$3.95M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.43M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$3.37M

Sector Composition

1 Healthcare 6.48%
2 Industrials 6.23%
3 Technology 5.99%
4 Financials 4.21%
5 Consumer Discretionary 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$498K 0.06%
5,569
+1,092
277
$497K 0.06%
10,604
-663
278
$492K 0.06%
10,734
+9,322
279
$491K 0.06%
9,499
+1,186
280
$482K 0.06%
31,135
+2,460
281
$477K 0.06%
17,334
-1,741
282
$467K 0.06%
1,801
-2,608
283
$466K 0.06%
3,243
+642
284
$465K 0.06%
10,941
+1,616
285
$463K 0.06%
6,393
-2,327
286
$457K 0.06%
24,564
+22
287
$452K 0.06%
3,766
+182
288
$452K 0.06%
12,508
-452
289
$449K 0.05%
3,509
+688
290
$445K 0.05%
16,116
+579
291
$443K 0.05%
10,170
-593
292
$439K 0.05%
19,772
-1,616
293
$435K 0.05%
5,942
+129
294
$435K 0.05%
9,038
+1,567
295
$435K 0.05%
2,726
296
$431K 0.05%
2,369
+513
297
$429K 0.05%
3,059
+630
298
$425K 0.05%
16,266
+3,576
299
$424K 0.05%
6,520
+177
300
$422K 0.05%
8,485
+370
10 11
12
13 14