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
376
$276K 0.03%
12,117
377
$273K 0.03%
4,284
-1,504
378
$272K 0.03%
3,445
-3
379
$270K 0.03%
1,414
+150
380
$266K 0.03%
1,541
-71
381
$264K 0.03%
8,506
382
$262K 0.03%
3,386
-556
383
$262K 0.03%
3,813
-2,286
384
$261K 0.03%
9,765
385
$259K 0.03%
3,165
386
$257K 0.03%
741
+6
387
$257K 0.03%
1,179
-21
388
$255K 0.03%
5,098
+264
389
$255K 0.03%
1,385
+27
390
$252K 0.03%
1,590
+792
391
$252K 0.03%
12,430
-130
392
$251K 0.03%
5,405
+607
393
$249K 0.03%
1,558
-184
394
$246K 0.03%
2,102
395
$245K 0.03%
1,891
+72
396
$243K 0.03%
5,669
-94,356
397
$242K 0.03%
10,264
-480
398
$241K 0.03%
11,334
+381
399
$239K 0.03%
12,307
-2,731
400
$238K 0.03%
+1,990
14 15
16
17 18