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
401
$195K 0.03%
19,103
-100
402
$194K 0.03%
1,533
-123
403
$194K 0.03%
9,841
-1,664
404
$193K 0.03%
+2,173
405
$189K 0.03%
1,227
-260
406
$187K 0.03%
1,830
407
$186K 0.03%
5,475
+199
408
$184K 0.03%
8,140
+1,075
409
$180K 0.02%
8,047
+68
410
$179K 0.02%
943
+739
411
$179K 0.02%
7,991
+36
412
$178K 0.02%
13,301
-9,140
413
$175K 0.02%
1,826
+23
414
$175K 0.02%
2,224
415
$172K 0.02%
5,684
+2,155
416
$172K 0.02%
3,463
-844
417
$171K 0.02%
4,668
-247
418
$171K 0.02%
6,657
+1,325
419
$170K 0.02%
1,015
-5,488
420
$170K 0.02%
4,745
-250
421
$167K 0.02%
11,733
422
$167K 0.02%
5,233
-647
423
$163K 0.02%
6,245
-916
424
$163K 0.02%
16,594
+7,325
425
$161K 0.02%
4,335
+2,420
15 16
17
18 19