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
701
$47K 0.01%
1,614
+256
702
$47K 0.01%
3,829
+49
703
$47K 0.01%
1,000
704
$47K 0.01%
1,440
705
$47K 0.01%
2,405
+2,400
706
$47K 0.01%
+340
707
$47K 0.01%
1,114
+165
708
$47K 0.01%
6,416
-8,349
709
$46K 0.01%
320
+140
710
$46K 0.01%
334
+3
711
$46K 0.01%
850
712
$45K 0.01%
456
+146
713
$44K 0.01%
2,119
714
$44K 0.01%
946
715
$44K 0.01%
341
716
$44K 0.01%
718
717
$44K 0.01%
2,229
+367
718
$44K 0.01%
1,502
719
$43K 0.01%
382
720
$43K 0.01%
1,131
+676
721
$43K 0.01%
4,138
+138
722
$43K 0.01%
3,040
+760
723
$43K 0.01%
270
724
$43K 0.01%
5,323
+713
725
$42K 0.01%
642
-40
27 28
29
30 31