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
451
$168K 0.02%
2,223
-2
452
$167K 0.02%
3,080
+1,302
453
$167K 0.02%
1,469
454
$165K 0.02%
875
455
$165K 0.02%
7,970
+78
456
$164K 0.02%
6,389
457
$161K 0.02%
2,530
+39
458
$160K 0.02%
3,466
-376
459
$159K 0.02%
1,638
460
$159K 0.02%
+7,783
461
$159K 0.02%
+123
462
$158K 0.02%
2,928
-61
463
$158K 0.02%
2,778
464
$156K 0.02%
15,500
+9,755
465
$156K 0.02%
1,900
466
$156K 0.02%
906
467
$156K 0.02%
3,419
+762
468
$155K 0.02%
1,437
469
$154K 0.02%
4,634
-22
470
$154K 0.02%
2,273
471
$154K 0.02%
11,950
-11,300
472
$152K 0.02%
1,747
+402
473
$147K 0.02%
4,900
+1,230
474
$147K 0.02%
8,936
-2,690
475
$147K 0.02%
20,400
17 18
19
20 21