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
476
$142K 0.02%
1,304
+1,185
477
$142K 0.02%
14,765
-8,706
478
$139K 0.02%
9,107
479
$139K 0.02%
5,997
-6
480
$139K 0.02%
1,181
-59
481
$139K 0.02%
3,900
482
$139K 0.02%
3,040
-210
483
$138K 0.02%
1,795
-780
484
$138K 0.02%
3,290
-1,380
485
$137K 0.02%
4,080
+17
486
$137K 0.02%
2,596
-189
487
$135K 0.02%
1,861
+198
488
$134K 0.02%
5,420
489
$134K 0.02%
714
+44
490
$134K 0.02%
1,915
-225
491
$133K 0.02%
1,580
+141
492
$133K 0.02%
2,502
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493
$133K 0.02%
2,350
+326
494
$133K 0.02%
6,420
+950
495
$132K 0.02%
702
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496
$132K 0.02%
810
497
$132K 0.02%
2,942
+251
498
$132K 0.02%
3,913
+470
499
$132K 0.02%
1,742
-4,666
500
$132K 0.02%
764
-11,383
18 19
20
21 22