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
601
$82K 0.01%
727
602
$82K 0.01%
1,185
+130
603
$82K 0.01%
4,939
-8,666
604
$82K 0.01%
7,300
605
$82K 0.01%
6,200
606
$82K 0.01%
861
-94
607
$81K 0.01%
2,347
+132
608
$81K 0.01%
460
-84
609
$81K 0.01%
1,105
+226
610
$81K 0.01%
3,135
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611
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1,000
612
$80K 0.01%
1,415
613
$79K 0.01%
1,911
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614
$79K 0.01%
2,742
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615
$79K 0.01%
417
-174
616
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423
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$79K 0.01%
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618
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619
$79K 0.01%
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620
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1,797
622
$78K 0.01%
473
+266
623
$78K 0.01%
1,356
624
$78K 0.01%
735
+2
625
$77K 0.01%
600
23 24
25
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