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
576
$79K 0.01%
62
577
$79K 0.01%
5,910
+989
578
$79K 0.01%
1,289
+24
579
$78K 0.01%
3,275
+2,355
580
$78K 0.01%
485
+18
581
$78K 0.01%
2,148
582
$78K 0.01%
779
+365
583
$78K 0.01%
955
+129
584
$77K 0.01%
1,794
+141
585
$77K 0.01%
733
-22
586
$77K 0.01%
7,300
587
$75K 0.01%
2,098
-375
588
$75K 0.01%
2,166
+392
589
$75K 0.01%
212
+34
590
$75K 0.01%
727
591
$75K 0.01%
+3,663
592
$75K 0.01%
2,935
+400
593
$74K 0.01%
+5,350
594
$74K 0.01%
1,387
+182
595
$74K 0.01%
1,482
596
$74K 0.01%
2,966
-1,620
597
$73K 0.01%
1,947
+1,339
598
$73K 0.01%
+4,400
599
$73K 0.01%
480
600
$72K 0.01%
1,513
+13
22 23
24
25 26