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
$796M
AUM Growth
+$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,724
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$7.57M
3
+$4.58M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.78M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.72M

Top Sells

1
+$7.35M
2
+$6.01M
3
+$5.95M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.7M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.82M

Sector Composition

1 Healthcare 6.79%
2 Industrials 5.85%
3 Technology 5.77%
4 Financials 4.08%
5 Consumer Staples 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$101K 0.01%
467
+64
552
$100K 0.01%
764
+74
553
$100K 0.01%
3,345
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554
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555
$99K 0.01%
2,616
-3,498
556
$99K 0.01%
7,900
557
$97K 0.01%
1,362
-15
558
$97K 0.01%
1,217
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559
$97K 0.01%
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560
$95K 0.01%
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561
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562
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563
$94K 0.01%
2,473
564
$94K 0.01%
5,000
-1,050
565
$94K 0.01%
2,500
566
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303
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567
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600
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570
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5,530
573
$90K 0.01%
2,935
574
$90K 0.01%
3,725
-1,250
575
$89K 0.01%
2,237
+216
21 22
23
24 25