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
551
$100K 0.01%
1,362
+6
552
$100K 0.01%
1,210
553
$99K 0.01%
1,825
-586
554
$99K 0.01%
3,172
-1,037
555
$99K 0.01%
840
-340
556
$99K 0.01%
1,492
+203
557
$99K 0.01%
2,935
558
$98K 0.01%
765
+130
559
$98K 0.01%
4,308
-1,118
560
$98K 0.01%
1,764
561
$98K 0.01%
1,521
-775
562
$97K 0.01%
+2,758
563
$96K 0.01%
11,511
564
$96K 0.01%
6,996
+2,100
565
$95K 0.01%
209
-3
566
$95K 0.01%
3,345
567
$95K 0.01%
+1,525
568
$95K 0.01%
1,431
+29
569
$94K 0.01%
2,901
570
$94K 0.01%
2,343
-350
571
$94K 0.01%
1,640
572
$93K 0.01%
650
573
$92K 0.01%
1,288
+4
574
$91K 0.01%
458
+75
575
$91K 0.01%
890
-224
21 22
23
24 25