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
601
$79K 0.01%
1,689
-30
602
$79K 0.01%
943
603
$79K 0.01%
749
+55
604
$78K 0.01%
1,280
+4
605
$78K 0.01%
1,584
+702
606
$78K 0.01%
2,045
607
$78K 0.01%
1,924
+221
608
$78K 0.01%
2,650
609
$78K 0.01%
755
-161
610
$78K 0.01%
1,275
611
$78K 0.01%
3,207
-1,213
612
$77K 0.01%
178
+21
613
$77K 0.01%
1,707
-325
614
$77K 0.01%
1,415
615
$77K 0.01%
+2,075
616
$76K 0.01%
752
-49
617
$76K 0.01%
912
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618
$75K 0.01%
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619
$75K 0.01%
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620
$75K 0.01%
415
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621
$75K 0.01%
2,750
622
$75K 0.01%
698
623
$75K 0.01%
3,255
624
$74K 0.01%
1,653
625
$74K 0.01%
236
23 24
25
26 27