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
701
$57K 0.01%
2,953
-710
702
$57K 0.01%
270
703
$56K 0.01%
950
704
$56K 0.01%
341
705
$56K 0.01%
1,270
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706
$56K 0.01%
4,241
+103
707
$55K 0.01%
999
+6
708
$55K 0.01%
3,468
+3,297
709
$55K 0.01%
5,066
+47
710
$55K 0.01%
458
+2
711
$54K 0.01%
642
712
$54K 0.01%
1,036
713
$54K 0.01%
2,325
-475
714
$54K 0.01%
280
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715
$54K 0.01%
1,114
716
$53K 0.01%
3,430
+1,305
717
$53K 0.01%
1,202
+437
718
$53K 0.01%
335
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719
$53K 0.01%
+1,900
720
$53K 0.01%
433
721
$53K 0.01%
1,440
722
$53K 0.01%
1,843
+916
723
$53K 0.01%
4,940
-426
724
$52K 0.01%
3,877
+48
725
$52K 0.01%
718
27 28
29
30 31