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
376
$258K 0.03%
2,974
-1,630
377
$257K 0.03%
6,755
-525
378
$257K 0.03%
4,763
-513
379
$257K 0.03%
5,531
-129
380
$257K 0.03%
2,339
-246
381
$256K 0.03%
10,866
-558
382
$254K 0.03%
5,227
+161
383
$253K 0.03%
+5,045
384
$251K 0.03%
6,600
+3,335
385
$247K 0.03%
19,203
-350
386
$246K 0.03%
5,969
387
$245K 0.03%
4,487
+1,552
388
$242K 0.03%
11,458
+425
389
$240K 0.03%
735
390
$236K 0.03%
7,302
-134
391
$233K 0.03%
11,033
+425
392
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393
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5,404
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394
$227K 0.03%
2,116
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395
$226K 0.03%
2,204
-96
396
$226K 0.03%
1,255
-184
397
$224K 0.03%
1,487
-33
398
$224K 0.03%
4,064
-107
399
$221K 0.03%
819
-342
400
$219K 0.03%
4,995
14 15
16
17 18