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
351
$340K 0.04%
7,032
-1,420
352
$340K 0.04%
16,989
+703
353
$336K 0.04%
4,290
-872
354
$334K 0.04%
2,956
+200
355
$331K 0.04%
24,675
+4,897
356
$329K 0.04%
8,495
+262
357
$327K 0.04%
15,625
+2,600
358
$324K 0.04%
28,703
+9,600
359
$321K 0.04%
27,816
360
$321K 0.04%
6,086
-203
361
$317K 0.04%
9,941
-5,582
362
$316K 0.04%
1,793
+1
363
$309K 0.04%
3,453
-4,940
364
$308K 0.04%
3,633
+202
365
$305K 0.04%
8,648
+217
366
$304K 0.04%
2,363
+131
367
$304K 0.04%
5,787
-266
368
$298K 0.04%
4,007
-1,938
369
$297K 0.04%
3,348
-138
370
$293K 0.04%
9,547
-546
371
$293K 0.04%
6,680
+4,095
372
$291K 0.04%
8,604
+278
373
$291K 0.04%
+7,935
374
$284K 0.03%
8,708
+5,263
375
$280K 0.03%
7,821
-3,482
13 14
15
16 17