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
451
$143K 0.02%
6,784
452
$142K 0.02%
2,211
+185
453
$139K 0.02%
2,989
+757
454
$139K 0.02%
875
455
$138K 0.02%
8,037
456
$138K 0.02%
2,778
457
$136K 0.02%
2,273
458
$136K 0.02%
906
459
$135K 0.02%
856
+7
460
$135K 0.02%
2,650
461
$135K 0.02%
8,884
+1,200
462
$133K 0.02%
11,500
-1,650
463
$132K 0.02%
6,420
464
$131K 0.02%
+1,970
465
$131K 0.02%
1,888
-1,086
466
$130K 0.02%
2,296
+1,676
467
$129K 0.02%
2,118
+7
468
$128K 0.02%
3,244
+43
469
$128K 0.02%
785
-25
470
$126K 0.02%
5,420
471
$126K 0.02%
10,435
-7,050
472
$125K 0.02%
1,879
+18
473
$124K 0.02%
2,850
+650
474
$124K 0.02%
2,657
-138
475
$122K 0.02%
1,495
-85
17 18
19
20 21