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
326
$314K 0.04%
3,215
+175
327
$313K 0.04%
4,777
-10,399
328
$311K 0.04%
4,728
329
$311K 0.04%
66,300
-8,500
330
$308K 0.04%
15,038
+415
331
$302K 0.04%
4,743
332
$302K 0.04%
2,756
-10
333
$301K 0.04%
2,821
+338
334
$300K 0.04%
2,232
+264
335
$297K 0.04%
3,486
+7
336
$296K 0.04%
6,289
+870
337
$294K 0.04%
1,336
+215
338
$294K 0.04%
2,704
+121
339
$294K 0.04%
8,115
-5,698
340
$293K 0.04%
253
341
$292K 0.04%
12,690
+1,824
342
$292K 0.04%
3,487
+1,386
343
$291K 0.04%
1,541
-141
344
$290K 0.04%
5,162
-200
345
$289K 0.04%
27,816
-3,928
346
$288K 0.04%
14,145
+2,400
347
$285K 0.04%
10,093
+7,700
348
$285K 0.04%
1,856
+546
349
$283K 0.04%
7,068
-6,343
350
$281K 0.04%
8,431
-1,177
12 13
14
15 16