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
601
$71K 0.01%
+5,366
602
$70K 0.01%
1,708
+40
603
$70K 0.01%
2,215
-401
604
$70K 0.01%
1,000
605
$69K 0.01%
1,257
+750
606
$69K 0.01%
1,356
607
$69K 0.01%
2,056
-100
608
$69K 0.01%
1,325
+27
609
$69K 0.01%
1,553
+295
610
$68K 0.01%
786
+52
611
$68K 0.01%
3,509
-1,987
612
$67K 0.01%
904
+125
613
$67K 0.01%
223
+73
614
$67K 0.01%
6,200
-1,000
615
$66K 0.01%
635
-60
616
$66K 0.01%
+600
617
$66K 0.01%
1,270
+1,124
618
$66K 0.01%
+2,700
619
$65K 0.01%
1,785
-2,202
620
$65K 0.01%
3,255
621
$64K 0.01%
1,415
622
$64K 0.01%
2,500
623
$63K 0.01%
+3,219
624
$63K 0.01%
1,200
625
$62K 0.01%
1,427
23 24
25
26 27