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
726
$52K 0.01%
1,845
+160
727
$52K 0.01%
1,167
+119
728
$52K 0.01%
1,553
+51
729
$51K 0.01%
620
730
$51K 0.01%
2,360
731
$51K 0.01%
617
+212
732
$50K 0.01%
+1,000
733
$50K 0.01%
1,719
+948
734
$50K 0.01%
976
735
$50K 0.01%
1,705
+1,414
736
$50K 0.01%
1,204
+300
737
$50K 0.01%
1,176
+255
738
$50K 0.01%
2,709
+480
739
$49K 0.01%
584
-171
740
$49K 0.01%
440
741
$48K 0.01%
946
742
$48K 0.01%
2,514
+1,000
743
$48K 0.01%
+1,450
744
$48K 0.01%
1,000
745
$48K 0.01%
3,000
-800
746
$48K 0.01%
1,915
747
$47K 0.01%
4,700
748
$47K 0.01%
+7,500
749
$47K 0.01%
500
750
$47K 0.01%
1,900
28 29
30
31 32