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
476
$122K 0.02%
7,300
+200
477
$121K 0.02%
2,029
478
$121K 0.02%
3,592
+1,135
479
$120K 0.02%
2,001
-200
480
$120K 0.02%
1,395
481
$119K 0.02%
11,400
-700
482
$118K 0.02%
5,426
-571
483
$118K 0.02%
1,504
484
$118K 0.02%
4,209
+116
485
$115K 0.02%
4,729
-860
486
$115K 0.02%
2,411
487
$115K 0.02%
4,121
+41
488
$115K 0.02%
4,051
+1
489
$114K 0.02%
5,225
+500
490
$114K 0.02%
2,350
491
$114K 0.02%
1,075
+311
492
$112K 0.02%
1,496
+56
493
$112K 0.02%
+2,300
494
$112K 0.02%
1,469
+310
495
$110K 0.02%
2,528
-43
496
$110K 0.02%
3,141
-772
497
$109K 0.02%
3,338
+134
498
$109K 0.02%
702
499
$109K 0.02%
798
+490
500
$109K 0.02%
6,537
+4,998
18 19
20
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