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
501
$109K 0.02%
618
+173
502
$108K 0.01%
1,168
+569
503
$108K 0.01%
2,693
+49
504
$108K 0.01%
4,600
505
$107K 0.01%
817
+53
506
$105K 0.01%
2,585
+275
507
$105K 0.01%
3,768
-417
508
$105K 0.01%
7,986
+389
509
$104K 0.01%
6,600
-1,500
510
$103K 0.01%
649
511
$103K 0.01%
3,299
+9
512
$103K 0.01%
1,387
+1
513
$102K 0.01%
6,526
-1,836
514
$102K 0.01%
2,844
-148
515
$101K 0.01%
1,345
-57
516
$100K 0.01%
1,526
517
$100K 0.01%
2,063
+1,841
518
$100K 0.01%
2,109
+2,100
519
$99K 0.01%
1,180
-1,159
520
$99K 0.01%
3,900
521
$99K 0.01%
1,691
522
$98K 0.01%
534
-106
523
$98K 0.01%
8,800
-475
524
$98K 0.01%
1,170
+550
525
$97K 0.01%
2,322
+415
19 20
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