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
451
$168K 0.02%
2,200
452
$164K 0.02%
1,232
453
$163K 0.02%
7,684
+1,262
454
$163K 0.02%
906
+425
455
$159K 0.02%
123
-5
456
$158K 0.02%
6,389
-2,315
457
$158K 0.02%
1,395
458
$156K 0.02%
2,201
-151
459
$155K 0.02%
2,650
460
$154K 0.02%
5,332
-285
461
$153K 0.02%
758
-683
462
$150K 0.02%
7,100
-45
463
$150K 0.02%
11,735
+2,478
464
$150K 0.02%
14,713
465
$150K 0.02%
+1,900
466
$149K 0.02%
2,310
+1,435
467
$148K 0.02%
649
-12
468
$148K 0.02%
2,571
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469
$145K 0.02%
4,314
-1,173
470
$145K 0.02%
2,273
471
$145K 0.02%
875
472
$144K 0.02%
4,185
+155
473
$144K 0.02%
1,970
-710
474
$144K 0.02%
6,798
-950
475
$142K 0.02%
2,247
+80
17 18
19
20 21