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
651
$66K 0.01%
2,393
+13
652
$66K 0.01%
620
-235
653
$65K 0.01%
2,200
+1,200
654
$65K 0.01%
649
-71
655
$65K 0.01%
1,442
+202
656
$65K 0.01%
1,204
657
$65K 0.01%
4,000
658
$65K 0.01%
850
659
$65K 0.01%
1,660
-324
660
$64K 0.01%
1,879
+143
661
$64K 0.01%
1,407
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662
$64K 0.01%
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663
$64K 0.01%
705
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664
$64K 0.01%
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665
$63K 0.01%
946
-141
666
$63K 0.01%
2,291
-456
667
$62K 0.01%
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668
$62K 0.01%
417
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670
$62K 0.01%
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671
$61K 0.01%
507
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672
$61K 0.01%
445
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673
$60K 0.01%
5,245
+4,245
674
$60K 0.01%
682
-7
675
$60K 0.01%
1,851
25 26
27
28 29