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
351
$289K 0.04%
3,282
+1,923
352
$288K 0.04%
2,570
-250
353
$288K 0.04%
2,583
-459
354
$287K 0.04%
4,660
+412
355
$286K 0.04%
1,121
-62
356
$285K 0.04%
2,130
+121
357
$284K 0.04%
4,047
+3,272
358
$284K 0.04%
2,483
-102
359
$283K 0.04%
6,628
+1,275
360
$283K 0.04%
7,065
-625
361
$279K 0.04%
2,102
-62
362
$275K 0.03%
9,733
+6,423
363
$274K 0.03%
5,880
+2,177
364
$274K 0.03%
+1,968
365
$272K 0.03%
11,745
-500
366
$271K 0.03%
1,310
+59
367
$268K 0.03%
1,390
-164
368
$266K 0.03%
+3,905
369
$266K 0.03%
5,310
+1,400
370
$265K 0.03%
1,656
-220
371
$261K 0.03%
7,782
+2
372
$261K 0.03%
11,505
+601
373
$260K 0.03%
9,765
374
$260K 0.03%
1,435
-72
375
$258K 0.03%
2,980
-818
13 14
15
16 17