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
751
$46K 0.01%
837
+268
752
$46K 0.01%
2,650
-363
753
$46K 0.01%
361
754
$45K 0.01%
2,400
+1,000
755
$45K 0.01%
418
+56
756
$45K 0.01%
583
-214
757
$45K 0.01%
347
758
$45K 0.01%
1,014
-136
759
$44K 0.01%
819
+4
760
$44K 0.01%
344
-10
761
$44K 0.01%
942
-21
762
$44K 0.01%
735
763
$44K 0.01%
1,575
-25
764
$43K 0.01%
916
-132
765
$43K 0.01%
1,358
+159
766
$43K 0.01%
352
+1
767
$43K 0.01%
715
-14
768
$43K 0.01%
4,000
769
$42K 0.01%
473
770
$42K 0.01%
204
-9
771
$42K 0.01%
985
+330
772
$42K 0.01%
508
-14
773
$42K 0.01%
608
+578
774
$42K 0.01%
480
775
$42K 0.01%
1,857
+124
29 30
31
32 33