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
26
$5.25M 0.64%
101,169
-30,079
27
$5.19M 0.63%
43,588
+9,885
28
$5.15M 0.63%
35,598
-1,814
29
$5.12M 0.63%
451,644
-20,550
30
$5.05M 0.62%
62,473
+3,205
31
$4.96M 0.61%
145,203
+71,742
32
$4.86M 0.59%
277,960
-12,956
33
$4.68M 0.57%
18,911
+231
34
$4.4M 0.54%
35,097
+17,668
35
$4.26M 0.52%
164,078
-6,700
36
$4.21M 0.51%
58,335
+36,309
37
$4.17M 0.51%
13,901
+313
38
$4.1M 0.5%
45,016
+1,233
39
$4.07M 0.5%
46,847
+2,461
40
$4.06M 0.5%
72,258
+3,931
41
$3.86M 0.47%
207,030
-5,580
42
$3.69M 0.45%
74,442
-859
43
$3.68M 0.45%
104,664
+4,034
44
$3.64M 0.44%
84,464
+20,008
45
$3.63M 0.44%
45,776
+1,982
46
$3.58M 0.44%
31,753
+8,083
47
$3.57M 0.44%
22,483
-545
48
$3.53M 0.43%
22,606
+940
49
$3.46M 0.42%
33,368
+1,078
50
$3.42M 0.42%
136,494
+246
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