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
$796M
AUM Growth
+$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,724
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$7.57M
3
+$4.58M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.78M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.72M

Top Sells

1
+$7.35M
2
+$6.01M
3
+$5.95M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.7M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.82M

Sector Composition

1 Healthcare 6.79%
2 Industrials 5.85%
3 Technology 5.77%
4 Financials 4.08%
5 Consumer Staples 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.05M 0.38%
18,936
-96
52
$3.05M 0.38%
47,552
+43,401
53
$2.99M 0.38%
63,350
+9,913
54
$2.93M 0.37%
25,917
+2,384
55
$2.89M 0.36%
42,712
+9,053
56
$2.88M 0.36%
38,195
+1,973
57
$2.83M 0.36%
33,314
+313
58
$2.8M 0.35%
60,987
+444
59
$2.79M 0.35%
26,129
-889
60
$2.78M 0.35%
34,147
-96
61
$2.67M 0.34%
11,353
-640
62
$2.66M 0.33%
23,158
+19,805
63
$2.66M 0.33%
26,413
-3,925
64
$2.64M 0.33%
27,926
+1,196
65
$2.56M 0.32%
10,500
-152
66
$2.43M 0.31%
94,673
+13,462
67
$2.4M 0.3%
50,696
-7,275
68
$2.35M 0.3%
56,146
+5,601
69
$2.34M 0.29%
58,150
+17,400
70
$2.33M 0.29%
38,675
-181
71
$2.32M 0.29%
78,718
+149
72
$2.31M 0.29%
60,255
-848
73
$2.27M 0.29%
44,451
-120
74
$2.24M 0.28%
26,917
+2,549
75
$2.24M 0.28%
46,018
+3,149
1 2
3
4 5