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
576
$90K 0.01%
4,275
-950
577
$90K 0.01%
2,000
578
$90K 0.01%
4,950
+8
579
$90K 0.01%
779
580
$90K 0.01%
534
581
$90K 0.01%
1,919
+772
582
$89K 0.01%
984
+198
583
$89K 0.01%
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584
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329
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585
$89K 0.01%
6,300
-7,001
586
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1,862
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587
$88K 0.01%
761
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588
$87K 0.01%
983
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589
$87K 0.01%
476
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590
$86K 0.01%
3,286
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591
$86K 0.01%
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592
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593
$85K 0.01%
1,379
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2,209
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595
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3,475
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596
$84K 0.01%
5,461
597
$84K 0.01%
480
598
$83K 0.01%
1,689
599
$83K 0.01%
5,060
600
$82K 0.01%
1,322
+65
22 23
24
25 26