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
326
$338K 0.04%
+11,615
327
$338K 0.04%
1,513
-64
328
$338K 0.04%
4,585
+1,104
329
$337K 0.04%
3,479
-160
330
$334K 0.04%
4,944
+3,211
331
$332K 0.04%
6,627
-240
332
$332K 0.04%
1,122
-75
333
$332K 0.04%
2,918
-135
334
$329K 0.04%
4,104
-1,008
335
$329K 0.04%
8,022
-2,455
336
$329K 0.04%
4,110
+314
337
$328K 0.04%
4,743
338
$327K 0.04%
2,175
-9
339
$314K 0.04%
5,532
-364
340
$313K 0.04%
5,419
-93
341
$312K 0.04%
9,608
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342
$312K 0.04%
17,619
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343
$308K 0.04%
11,805
+805
344
$306K 0.04%
2,766
-126
345
$305K 0.04%
1,792
346
$305K 0.04%
7,977
+620
347
$303K 0.04%
7,826
-841
348
$300K 0.04%
1,123
+83
349
$297K 0.04%
12,636
-2,652
350
$290K 0.04%
8,412
12 13
14
15 16