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
476
$144K 0.02%
8,800
477
$142K 0.02%
5,581
-2,466
478
$140K 0.02%
3,244
479
$140K 0.02%
10,900
-600
480
$138K 0.02%
1,472
-1,461
481
$137K 0.02%
7,106
+569
482
$136K 0.02%
3,673
-722
483
$135K 0.02%
1,756
-132
484
$134K 0.02%
5,420
485
$134K 0.02%
765
+280
486
$133K 0.02%
4,653
-76
487
$132K 0.02%
702
488
$132K 0.02%
3,289
+1,233
489
$131K 0.02%
2,050
+49
490
$130K 0.02%
498
+25
491
$130K 0.02%
2,350
-300
492
$130K 0.02%
4,190
+69
493
$129K 0.02%
4,509
+1,010
494
$129K 0.02%
4,052
+1
495
$128K 0.02%
1,534
+38
496
$128K 0.02%
3,710
497
$128K 0.02%
2,045
498
$128K 0.02%
3,900
499
$127K 0.02%
790
-153
500
$127K 0.02%
1,045
-125
18 19
20
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