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
551
$87K 0.01%
2,176
+252
552
$87K 0.01%
2,033
-469
553
$87K 0.01%
650
+500
554
$86K 0.01%
1,282
555
$86K 0.01%
1,284
+4
556
$86K 0.01%
4,137
+1,440
557
$86K 0.01%
2,105
+663
558
$86K 0.01%
4,942
+8
559
$86K 0.01%
2,935
560
$85K 0.01%
2,237
561
$85K 0.01%
11,511
-3,202
562
$85K 0.01%
1,771
-747
563
$84K 0.01%
3,345
564
$84K 0.01%
1,362
565
$84K 0.01%
2,901
-29
566
$83K 0.01%
2,117
+1,013
567
$83K 0.01%
2,792
-200
568
$82K 0.01%
+4,067
569
$82K 0.01%
544
-170
570
$81K 0.01%
1,689
-308
571
$80K 0.01%
1,981
-67
572
$80K 0.01%
3,520
-4,716
573
$80K 0.01%
5,461
574
$80K 0.01%
1,402
-340
575
$80K 0.01%
5,060
21 22
23
24 25