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
676
$53K 0.01%
+285
677
$52K 0.01%
+1,100
678
$52K 0.01%
1,851
679
$52K 0.01%
993
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680
$52K 0.01%
754
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681
$52K 0.01%
5,019
+4,006
682
$52K 0.01%
651
-47
683
$51K 0.01%
950
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684
$51K 0.01%
888
685
$51K 0.01%
537
-67
686
$51K 0.01%
+4,272
687
$51K 0.01%
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688
$51K 0.01%
353
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689
$51K 0.01%
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690
$51K 0.01%
2,077
-1,130
691
$50K 0.01%
1,540
-363
692
$49K 0.01%
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693
$49K 0.01%
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$49K 0.01%
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696
$48K 0.01%
1,036
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697
$48K 0.01%
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698
$48K 0.01%
751
+54
699
$48K 0.01%
895
+330
700
$48K 0.01%
1,915
26 27
28
29 30