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
351
$278K 0.04%
6,053
-18,038
352
$277K 0.04%
9,420
+7,999
353
$276K 0.04%
+12,160
354
$275K 0.04%
13,160
+1,355
355
$273K 0.04%
3,971
+991
356
$272K 0.04%
3,942
-162
357
$270K 0.04%
8,608
-1,089
358
$268K 0.04%
8,233
+70
359
$263K 0.04%
3,224
-1,655
360
$260K 0.04%
1,742
-433
361
$259K 0.04%
1,612
+357
362
$257K 0.04%
3,431
+513
363
$255K 0.04%
8,326
+3,022
364
$253K 0.04%
1,792
365
$253K 0.04%
9,048
+1,222
366
$250K 0.03%
16,286
-1,333
367
$249K 0.03%
8,530
-6,151
368
$248K 0.03%
23,250
-5,400
369
$246K 0.03%
12,117
-519
370
$243K 0.03%
1,200
+442
371
$241K 0.03%
8,506
+94
372
$240K 0.03%
19,778
+8,043
373
$239K 0.03%
3,448
+2,200
374
$236K 0.03%
139
+132
375
$234K 0.03%
2,933
+657
13 14
15
16 17