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
651
$69K 0.01%
619
+267
652
$69K 0.01%
920
-442
653
$69K 0.01%
3,030
+103
654
$68K 0.01%
370
+50
655
$68K 0.01%
1,427
656
$68K 0.01%
2,700
657
$68K 0.01%
1,415
+33
658
$68K 0.01%
750
659
$67K 0.01%
600
660
$66K 0.01%
925
661
$66K 0.01%
693
662
$66K 0.01%
2,046
+432
663
$66K 0.01%
2,301
-67
664
$66K 0.01%
296
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665
$65K 0.01%
755
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666
$65K 0.01%
910
667
$64K 0.01%
1,300
668
$64K 0.01%
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669
$64K 0.01%
2,059
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670
$64K 0.01%
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671
$63K 0.01%
1,561
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672
$63K 0.01%
+1,745
673
$63K 0.01%
1,204
674
$63K 0.01%
2,536
+36
675
$61K 0.01%
1,098
25 26
27
28 29