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
401
$236K 0.03%
5,651
+418
402
$235K 0.03%
4,211
+1
403
$234K 0.03%
3,340
-1,926
404
$233K 0.03%
8,530
405
$230K 0.03%
8,774
+2,117
406
$229K 0.03%
3,972
+1,622
407
$229K 0.03%
10,890
+20
408
$225K 0.03%
4,455
+120
409
$222K 0.03%
4,122
+4,063
410
$220K 0.03%
8,040
-100
411
$219K 0.03%
2,073
-88
412
$217K 0.03%
4,555
-909
413
$215K 0.03%
10,197
+565
414
$214K 0.03%
5,360
-115
415
$214K 0.03%
1,114
+99
416
$214K 0.03%
+11,960
417
$214K 0.03%
4,278
-2,349
418
$214K 0.03%
2,224
419
$213K 0.03%
1,533
420
$213K 0.03%
1,645
-231
421
$207K 0.03%
1,830
422
$206K 0.03%
6,236
+552
423
$205K 0.03%
6,321
+2,729
424
$205K 0.03%
1,576
+288
425
$204K 0.02%
4,834
-4,691
15 16
17
18 19