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
626
$74K 0.01%
604
-14
627
$74K 0.01%
1,258
+141
628
$74K 0.01%
502
+100
629
$74K 0.01%
1,862
+176
630
$74K 0.01%
3,118
-54
631
$73K 0.01%
1,500
632
$73K 0.01%
1,356
633
$72K 0.01%
3,000
634
$72K 0.01%
2,845
+831
635
$71K 0.01%
1,362
+392
636
$71K 0.01%
1,482
637
$70K 0.01%
2,000
-620
638
$70K 0.01%
2,059
639
$70K 0.01%
8,080
640
$69K 0.01%
870
+140
641
$69K 0.01%
5,818
-3,075
642
$68K 0.01%
689
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643
$68K 0.01%
1,298
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644
$68K 0.01%
480
-6
645
$68K 0.01%
1,797
646
$68K 0.01%
1,640
647
$68K 0.01%
2,695
-275
648
$67K 0.01%
2,697
-240
649
$67K 0.01%
5,200
650
$66K 0.01%
2,119
+665
24 25
26
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