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
726
$42K 0.01%
433
-74
727
$42K 0.01%
620
728
$42K 0.01%
810
-27
729
$42K 0.01%
440
-87
730
$41K 0.01%
1,352
-203
731
$41K 0.01%
5,745
+500
732
$41K 0.01%
487
+1
733
$41K 0.01%
2,400
734
$41K 0.01%
934
-80
735
$41K 0.01%
476
+19
736
$41K 0.01%
1,620
-685
737
$40K 0.01%
693
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738
$40K 0.01%
1,049
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739
$40K 0.01%
967
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740
$40K 0.01%
1,017
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741
$40K 0.01%
516
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$40K 0.01%
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743
$40K 0.01%
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744
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745
$39K 0.01%
207
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746
$39K 0.01%
1,726
747
$39K 0.01%
1,825
-300
748
$38K 0.01%
976
749
$38K 0.01%
156
-31
750
$38K 0.01%
+2,728
28 29
30
31 32