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
751
$47K 0.01%
8,800
-5,260
752
$46K 0.01%
2,336
+352
753
$46K 0.01%
978
+178
754
$46K 0.01%
714
755
$46K 0.01%
2,400
756
$46K 0.01%
1,440
757
$46K 0.01%
461
-15
758
$45K 0.01%
382
759
$45K 0.01%
2,484
-4,042
760
$45K 0.01%
+2,150
761
$45K 0.01%
+1,405
762
$45K 0.01%
1,002
763
$45K 0.01%
786
-24
764
$45K 0.01%
222
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765
$45K 0.01%
2,405
766
$45K 0.01%
361
767
$45K 0.01%
1,354
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768
$44K 0.01%
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769
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693
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771
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772
$44K 0.01%
460
773
$44K 0.01%
744
+73
774
$43K 0.01%
4,423
+394
775
$43K 0.01%
501
-15
29 30
31
32 33