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
501
$126K 0.02%
62
502
$124K 0.02%
2,454
-74
503
$124K 0.02%
6,549
-751
504
$122K 0.01%
10,207
+1,323
505
$121K 0.01%
6,600
506
$121K 0.01%
5,850
+500
507
$121K 0.01%
2,403
+921
508
$121K 0.01%
4,600
509
$120K 0.01%
1,502
-2
510
$120K 0.01%
7,778
-208
511
$119K 0.01%
3,011
-327
512
$119K 0.01%
968
+900
513
$119K 0.01%
3,305
+6
514
$119K 0.01%
2,237
+466
515
$119K 0.01%
654
516
$119K 0.01%
5,730
+4,300
517
$118K 0.01%
9,400
-30,900
518
$118K 0.01%
2,348
-22,271
519
$117K 0.01%
2,830
+170
520
$117K 0.01%
1,156
-12
521
$116K 0.01%
1,231
+514
522
$116K 0.01%
1,400
523
$116K 0.01%
817
-258
524
$115K 0.01%
400
-190
525
$114K 0.01%
1,526
19 20
21
22 23