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
26
$4.72M 0.65%
472,194
-6,198
27
$4.65M 0.64%
18,680
+979
28
$4.41M 0.61%
290,916
-49,668
29
$4.34M 0.6%
92,970
-4,730
30
$4.32M 0.6%
170,778
-19,998
31
$4.05M 0.56%
133,250
+27,388
32
$4.04M 0.56%
59,268
+25,954
33
$3.98M 0.55%
43,783
+71
34
$3.91M 0.54%
100,025
+94,621
35
$3.8M 0.53%
33,703
+10,545
36
$3.75M 0.52%
11,622
+580
37
$3.56M 0.49%
13,588
+2,279
38
$3.4M 0.47%
136,248
-15,746
39
$3.39M 0.47%
44,386
+2,054
40
$3.37M 0.47%
68,327
+4,977
41
$3.29M 0.46%
58,576
-1,789
42
$3.26M 0.45%
37,136
-7,844
43
$3.19M 0.44%
43,794
+1,082
44
$3.16M 0.44%
55,652
-5,840
45
$3.15M 0.44%
75,301
+558
46
$3.14M 0.43%
221,352
-7,076
47
$3.12M 0.43%
199,251
+17,238
48
$3.11M 0.43%
100,630
-8,955
49
$3.04M 0.42%
23,028
-3,718
50
$2.93M 0.4%
58,655
+42,175
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