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
651
$58K 0.01%
912
652
$58K 0.01%
1,797
653
$57K 0.01%
2,000
654
$57K 0.01%
748
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655
$57K 0.01%
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656
$57K 0.01%
1,660
657
$57K 0.01%
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658
$57K 0.01%
4,818
-1,000
659
$57K 0.01%
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660
$56K 0.01%
925
-365
661
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662
$56K 0.01%
2,460
663
$56K 0.01%
2,800
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664
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+2,357
665
$56K 0.01%
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666
$56K 0.01%
1,580
+212
667
$55K 0.01%
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668
$55K 0.01%
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$55K 0.01%
14,060
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670
$54K 0.01%
1,098
671
$54K 0.01%
2,200
672
$54K 0.01%
607
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673
$54K 0.01%
1,106
+694
674
$54K 0.01%
8,080
675
$53K 0.01%
910
+212
25 26
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