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
626
$77K 0.01%
1,270
627
$76K 0.01%
2,062
+1,956
628
$76K 0.01%
2,054
-5
629
$76K 0.01%
1,395
-158
630
$75K 0.01%
1,513
631
$75K 0.01%
1,719
+588
632
$75K 0.01%
3,255
633
$74K 0.01%
5,200
+3,400
634
$74K 0.01%
3,669
+450
635
$74K 0.01%
2,966
636
$73K 0.01%
1,751
-196
637
$73K 0.01%
1,955
638
$73K 0.01%
4,009
+500
639
$72K 0.01%
2,176
640
$72K 0.01%
1,200
641
$71K 0.01%
915
+11
642
$71K 0.01%
1,107
-17
643
$71K 0.01%
1,333
+8
644
$71K 0.01%
1,700
645
$71K 0.01%
1,697
+117
646
$70K 0.01%
285
647
$70K 0.01%
1,353
-34
648
$70K 0.01%
3,118
649
$70K 0.01%
8,080
650
$69K 0.01%
1,609
-99
24 25
26
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