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
751
$38K 0.01%
921
-174
752
$38K 0.01%
1,900
753
$38K 0.01%
282
-3
754
$37K 0.01%
1,489
-3,162
755
$37K 0.01%
4,029
756
$37K 0.01%
2,000
757
$37K 0.01%
2,360
758
$37K 0.01%
1,575
759
$36K 0.01%
1,294
+72
760
$36K 0.01%
672
-2
761
$36K 0.01%
714
762
$36K 0.01%
480
763
$36K 0.01%
824
+5
764
$36K 0.01%
762
-187
765
$36K 0.01%
415
766
$36K 0.01%
460
767
$36K 0.01%
319
768
$36K 0.01%
1,002
769
$36K 0.01%
1,422
+4
770
$36K 0.01%
361
771
$36K 0.01%
+1,000
772
$35K ﹤0.01%
437
-201
773
$35K ﹤0.01%
671
-220
774
$35K ﹤0.01%
498
+7
775
$35K ﹤0.01%
1,048
+348
29 30
31
32 33