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
426
$204K 0.02%
3,842
+3,638
427
$204K 0.02%
2,161
-50
428
$200K 0.02%
752
+57
429
$200K 0.02%
1,096
-38
430
$198K 0.02%
2,850
431
$197K 0.02%
1,227
432
$194K 0.02%
4,518
-62,405
433
$193K 0.02%
2,747
+718
434
$190K 0.02%
4,670
+2
435
$190K 0.02%
7,708
+46
436
$190K 0.02%
3,815
-3,253
437
$190K 0.02%
7,984
+1,200
438
$188K 0.02%
1,605
-58
439
$185K 0.02%
11,710
+1,275
440
$183K 0.02%
1,838
+12
441
$181K 0.02%
4,745
442
$181K 0.02%
+4,017
443
$177K 0.02%
2,477
+359
444
$176K 0.02%
3,332
-72
445
$176K 0.02%
3,648
-111
446
$176K 0.02%
8,037
447
$173K 0.02%
3,470
+7
448
$173K 0.02%
8,195
+1,775
449
$170K 0.02%
4,698
+45
450
$169K 0.02%
11,833
+100
16 17
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