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
401
$219K 0.03%
7,979
-273
402
$218K 0.03%
4,685
-231
403
$216K 0.03%
2,224
404
$214K 0.03%
9,163
405
$213K 0.03%
1,805
-260
406
$210K 0.03%
2,081
+1,175
407
$210K 0.03%
7,102
+6,648
408
$210K 0.03%
14,638
+2,060
409
$208K 0.03%
+3,570
410
$206K 0.03%
4,307
-515
411
$205K 0.03%
2,005
-33
412
$205K 0.03%
8,236
-2,093
413
$201K 0.03%
9,695
+245
414
$200K 0.03%
5,304
-679
415
$200K 0.03%
881
-256
416
$200K 0.03%
1,830
+97
417
$198K 0.02%
7,161
+177
418
$197K 0.02%
11,626
419
$197K 0.02%
2,778
420
$194K 0.02%
9,275
+525
421
$190K 0.02%
5,589
-2,011
422
$190K 0.02%
8,037
-206
423
$190K 0.02%
6,784
-700
424
$189K 0.02%
1,958
-1,265
425
$188K 0.02%
11,733
15 16
17
18 19