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
$724M
AUM Growth
-$71.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,672
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$6.12M
3
+$4.79M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.89M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.7M

Top Sells

1
+$7.52M
2
+$6.67M
3
+$5.15M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.86M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.22M

Sector Composition

1 Healthcare 6.58%
2 Industrials 6.02%
3 Technology 5.22%
4 Financials 4.02%
5 Consumer Discretionary 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$356K 0.05%
9,325
-340
302
$347K 0.05%
8,452
+430
303
$343K 0.05%
6,627
304
$341K 0.05%
2,601
-108
305
$337K 0.05%
7,711
+385
306
$334K 0.05%
8,438
+1,810
307
$334K 0.05%
+5,612
308
$333K 0.05%
7,471
+2,708
309
$333K 0.05%
7,114
-234
310
$333K 0.05%
6,380
311
$332K 0.05%
4,477
+612
312
$331K 0.05%
5,266
-3,612
313
$330K 0.05%
1,240
+118
314
$329K 0.05%
8,906
-159
315
$329K 0.05%
5,788
-1,972
316
$328K 0.05%
24,374
+9,736
317
$327K 0.05%
29,313
+138
318
$326K 0.05%
19,483
-8,295
319
$326K 0.05%
6,652
-82
320
$322K 0.04%
5,160
-181
321
$322K 0.04%
1,611
+98
322
$320K 0.04%
3,219
-120
323
$316K 0.04%
4,106
+198
324
$315K 0.04%
+3,540
325
$314K 0.04%
2,429
+299
11 12
13
14 15