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
51
$3.39M 0.41%
194,301
-4,950
52
$3.26M 0.4%
17,147
+3,274
53
$3.25M 0.4%
23,998
+15,732
54
$3.21M 0.39%
36,319
+1,849
55
$3.17M 0.39%
16,123
+16,120
56
$3.13M 0.38%
200,210
-21,142
57
$3.13M 0.38%
20,031
-641
58
$3.06M 0.37%
680,840
+49,360
59
$3.01M 0.37%
30,465
-6,671
60
$2.97M 0.36%
28,553
+3,989
61
$2.96M 0.36%
262,854
-22,122
62
$2.9M 0.35%
11,980
+170
63
$2.87M 0.35%
31,280
-2,062
64
$2.86M 0.35%
10,452
-3
65
$2.83M 0.35%
54,718
-3,937
66
$2.72M 0.33%
47,361
+8,685
67
$2.71M 0.33%
15,354
-78
68
$2.65M 0.32%
86,453
-46,797
69
$2.58M 0.32%
47,863
-273
70
$2.56M 0.31%
24,523
-391
71
$2.56M 0.31%
23,791
+1,362
72
$2.54M 0.31%
86,883
+30,953
73
$2.52M 0.31%
52,252
-2,065
74
$2.5M 0.31%
75,163
+32,581
75
$2.49M 0.3%
4,949
+845
1 2
3
4 5