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
676
$61K 0.01%
237
+192
677
$61K 0.01%
390
+37
678
$61K 0.01%
2,436
+79
679
$61K 0.01%
4,818
680
$61K 0.01%
1,275
681
$60K 0.01%
2,000
682
$60K 0.01%
1,660
683
$60K 0.01%
912
684
$60K 0.01%
+2,050
685
$59K 0.01%
1,350
+301
686
$59K 0.01%
537
687
$59K 0.01%
748
688
$59K 0.01%
415
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689
$59K 0.01%
2,226
+1,142
690
$59K 0.01%
2,305
+300
691
$58K 0.01%
2,000
692
$58K 0.01%
1,851
693
$58K 0.01%
869
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694
$58K 0.01%
768
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$58K 0.01%
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696
$58K 0.01%
732
697
$57K 0.01%
2,679
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698
$57K 0.01%
1,100
699
$57K 0.01%
1,540
700
$57K 0.01%
2,460