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
376
$234K 0.03%
5,310
377
$233K 0.03%
5,630
-3,006
378
$232K 0.03%
2,102
379
$232K 0.03%
9,765
380
$231K 0.03%
10,953
-505
381
$228K 0.03%
4,210
-277
382
$228K 0.03%
13,025
-3,035
383
$226K 0.03%
5,464
-505
384
$226K 0.03%
10,870
+1,175
385
$226K 0.03%
12,560
-12,390
386
$225K 0.03%
1,358
-32
387
$222K 0.03%
2,161
+156
388
$218K 0.03%
10,744
+5,300
389
$217K 0.03%
1,876
-240
390
$214K 0.03%
1,819
+14
391
$213K 0.03%
3,165
-117
392
$211K 0.03%
7,662
+1,330
393
$209K 0.03%
735
394
$208K 0.03%
4,834
+149
395
$208K 0.03%
4,798
-429
396
$206K 0.03%
4,123
-537
397
$205K 0.03%
13,605
-8,304
398
$203K 0.03%
9,632
-1,401
399
$202K 0.03%
1,264
+182
400
$197K 0.03%
11,626
14 15
16
17 18