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
426
$188K 0.02%
2,276
-20
427
$188K 0.02%
7,889
+307
428
$187K 0.02%
5,276
-1,935
429
$184K 0.02%
6,332
-39
430
$184K 0.02%
13,150
-500
431
$184K 0.02%
3,987
-4,525
432
$183K 0.02%
8,100
+1,000
433
$182K 0.02%
665
-11
434
$182K 0.02%
7,955
435
$181K 0.02%
1,082
436
$181K 0.02%
2,115
+300
437
$181K 0.02%
2,026
-3
438
$179K 0.02%
4,722
-222
439
$178K 0.02%
2,225
-58
440
$178K 0.02%
+8,362
441
$177K 0.02%
965
+1
442
$176K 0.02%
12,100
443
$175K 0.02%
1,803
+18
444
$175K 0.02%
4,915
-12
445
$175K 0.02%
2,101
+1,805
446
$174K 0.02%
2,992
-472
447
$174K 0.02%
849
448
$170K 0.02%
3,201
+36
449
$170K 0.02%
705
+121
450
$168K 0.02%
1,263
-4,375
16 17
18
19 20