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
326
$374K 0.05%
11,523
+2,475
327
$372K 0.05%
7,121
+7
328
$372K 0.05%
+21,280
329
$371K 0.05%
5,558
+398
330
$368K 0.05%
29,376
+63
331
$368K 0.05%
9,275
332
$364K 0.04%
4,438
+332
333
$364K 0.04%
7,249
-462
334
$361K 0.04%
17,953
-1,530
335
$355K 0.04%
6,380
336
$354K 0.04%
68,800
+2,500
337
$353K 0.04%
34,210
-2,220
338
$353K 0.04%
16,773
+6,932
339
$353K 0.04%
7,060
+1,750
340
$348K 0.04%
14,645
+500
341
$348K 0.04%
7,016
-4,093
342
$347K 0.04%
6,183
+3,360
343
$346K 0.04%
10,389
+969
344
$345K 0.04%
2,692
-12
345
$344K 0.04%
253
346
$344K 0.04%
6,182
+5,733
347
$344K 0.04%
8,415
-32,640
348
$343K 0.04%
8,608
349
$342K 0.04%
2,708
+1,520
350
$341K 0.04%
5,844
-1,010
12 13
14
15 16