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
51
$2.88M 0.4%
33,342
+10,918
52
$2.86M 0.4%
21,666
+18,622
53
$2.83M 0.39%
284,976
+2,808
54
$2.78M 0.38%
20,672
+1,736
55
$2.71M 0.38%
32,290
+23,721
56
$2.7M 0.37%
13,873
-1,590
57
$2.68M 0.37%
82,367
+30,111
58
$2.62M 0.36%
66,923
+5,936
59
$2.58M 0.36%
28,033
+107
60
$2.48M 0.34%
54,317
-35,791
61
$2.46M 0.34%
285,944
-65,800
62
$2.43M 0.34%
64,456
+21,092
63
$2.43M 0.34%
73,461
+9,138
64
$2.42M 0.33%
22,429
-1,395
65
$2.41M 0.33%
11,810
+457
66
$2.39M 0.33%
23,670
+7,921
67
$2.38M 0.33%
57,445
+1,299
68
$2.34M 0.32%
10,455
-45
69
$2.33M 0.32%
46,298
+1,847
70
$2.3M 0.32%
34,470
+323
71
$2.28M 0.31%
24,914
-1,215
72
$2.27M 0.31%
15,432
+2,178
73
$2.27M 0.31%
50,114
+12,808
74
$2.26M 0.31%
36,479
-1,716
75
$2.26M 0.31%
24,564
-2,353
1 2
3
4 5