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
526
$97K 0.01%
5,225
+4,725
527
$97K 0.01%
1,881
+268
528
$97K 0.01%
654
529
$96K 0.01%
919
-1,162
530
$96K 0.01%
1,535
+66
531
$95K 0.01%
631
-2,403
532
$94K 0.01%
2,660
+1,675
533
$94K 0.01%
591
+150
534
$94K 0.01%
1,018
+313
535
$93K 0.01%
3,670
+130
536
$93K 0.01%
473
-408
537
$93K 0.01%
1,210
538
$92K 0.01%
976
-158
539
$91K 0.01%
1,356
+14
540
$91K 0.01%
+9,400
541
$91K 0.01%
1,778
+369
542
$91K 0.01%
1,114
+250
543
$90K 0.01%
1,400
544
$90K 0.01%
1,217
545
$90K 0.01%
1,692
-904
546
$89K 0.01%
1,405
-390
547
$89K 0.01%
3,499
+315
548
$89K 0.01%
769
549
$88K 0.01%
1,764
+180
550
$88K 0.01%
2,000
20 21
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