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
$796M
AUM Growth
+$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,724
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$7.57M
3
+$4.58M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.78M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.72M

Top Sells

1
+$7.35M
2
+$6.01M
3
+$5.95M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.7M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.82M

Sector Composition

1 Healthcare 6.79%
2 Industrials 5.85%
3 Technology 5.77%
4 Financials 4.08%
5 Consumer Staples 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$391K 0.05%
28,650
+1,000
302
$390K 0.05%
3,908
-88
303
$390K 0.05%
8,636
+836
304
$385K 0.05%
253
305
$384K 0.05%
29,175
-750
306
$384K 0.05%
6,912
-1,083
307
$377K 0.05%
14,623
+1,650
308
$375K 0.05%
1,006
-80
309
$374K 0.05%
1,682
-366
310
$373K 0.05%
9,975
311
$372K 0.05%
11,945
+353
312
$369K 0.05%
5,189
+3,487
313
$366K 0.05%
3,466
+1,216
314
$364K 0.05%
4,728
-1,282
315
$364K 0.05%
4,996
+168
316
$362K 0.05%
8,309
-211
317
$359K 0.05%
9,697
318
$355K 0.04%
3,040
+29
319
$351K 0.04%
31,744
-1,300
320
$348K 0.04%
5,362
321
$347K 0.04%
3,865
-163
322
$343K 0.04%
16,060
-4,175
323
$342K 0.04%
4,865
+4,765
324
$342K 0.04%
8,163
+1,125
325
$339K 0.04%
5,705
-313
11 12
13
14 15