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
301
$420K 0.05%
5,471
-7,344
302
$415K 0.05%
1,704
+368
303
$412K 0.05%
210
+71
304
$410K 0.05%
6,040
-49,612
305
$408K 0.05%
4,743
306
$407K 0.05%
25,618
307
$405K 0.05%
4,403
+1,179
308
$402K 0.05%
3,529
-579
309
$401K 0.05%
15,815
-7,863
310
$398K 0.05%
3,540
311
$398K 0.05%
6,285
+1,066
312
$396K 0.05%
3,354
+135
313
$394K 0.05%
11,028
-421
314
$393K 0.05%
3,520
+305
315
$391K 0.05%
8,196
-1,412
316
$391K 0.05%
3,191
-65
317
$388K 0.05%
4,617
+1,130
318
$385K 0.05%
4,730
+2
319
$383K 0.05%
8,978
+540
320
$382K 0.05%
6,368
-284
321
$379K 0.05%
3,440
+1,918
322
$378K 0.05%
8,467
+2,837
323
$378K 0.05%
9,224
+318
324
$376K 0.05%
18,770
+6,610
325
$376K 0.05%
7,692
-42,422
11 12
13
14 15