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
426
$160K 0.02%
3,842
-1,689
427
$160K 0.02%
6,389
428
$158K 0.02%
3,404
+1,336
429
$158K 0.02%
1,522
+1,240
430
$157K 0.02%
695
-124
431
$155K 0.02%
1,134
-7,814
432
$155K 0.02%
590
-75
433
$155K 0.02%
3,759
+2,859
434
$154K 0.02%
7,892
+3
435
$153K 0.02%
4,656
-3,126
436
$152K 0.02%
1,663
-295
437
$152K 0.02%
2,225
438
$151K 0.02%
20,400
439
$150K 0.02%
+3,710
440
$148K 0.02%
3,445
-619
441
$148K 0.02%
1,288
+56
442
$148K 0.02%
8,452
+1,777
443
$147K 0.02%
4,395
+81
444
$146K 0.02%
2,491
+159
445
$145K 0.02%
4,653
-2,649
446
$145K 0.02%
1,437
+249
447
$145K 0.02%
1,900
448
$144K 0.02%
1,638
+659
449
$144K 0.02%
1,188
+7
450
$143K 0.02%
2,823
+1,017
16 17
18
19 20