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
626
$62K 0.01%
2,368
+489
627
$62K 0.01%
415
628
$62K 0.01%
2,927
+82
629
$62K 0.01%
383
630
$62K 0.01%
1,244
+188
631
$62K 0.01%
879
+130
632
$62K 0.01%
1,640
633
$62K 0.01%
600
634
$61K 0.01%
1,700
+208
635
$61K 0.01%
2,059
636
$61K 0.01%
510
+8
637
$61K 0.01%
1,382
+20
638
$60K 0.01%
3,820
-23,303
639
$60K 0.01%
463
640
$60K 0.01%
1,124
+32
641
$60K 0.01%
693
642
$60K 0.01%
1,055
+360
643
$60K 0.01%
3,118
644
$60K 0.01%
318
+15
645
$59K 0.01%
717
+28
646
$58K 0.01%
+1,412
647
$58K 0.01%
5,200
648
$58K 0.01%
1,204
649
$58K 0.01%
755
+3
650
$58K 0.01%
4,896
-634
24 25
26
27 28