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
526
$114K 0.01%
1,248
-247
527
$114K 0.01%
1,579
-300
528
$113K 0.01%
629
-2
529
$112K 0.01%
473
+250
530
$112K 0.01%
1,341
-46
531
$111K 0.01%
1,532
+127
532
$111K 0.01%
1,943
-2,180
533
$110K 0.01%
1,870
-193
534
$109K 0.01%
2,242
+448
535
$109K 0.01%
769
536
$108K 0.01%
2,033
537
$107K 0.01%
649
538
$107K 0.01%
2,152
+4
539
$106K 0.01%
1,691
540
$105K 0.01%
1,835
-46
541
$104K 0.01%
6,340
+5,216
542
$103K 0.01%
1,282
543
$103K 0.01%
606
-250
544
$103K 0.01%
1,215
-180
545
$102K 0.01%
1,535
546
$102K 0.01%
1,020
+2
547
$101K 0.01%
4,038
-99
548
$101K 0.01%
946
+27
549
$100K 0.01%
3,820
+2,678
550
$100K 0.01%
1,686
+580
20 21
22
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