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
776
$34K ﹤0.01%
352
777
$34K ﹤0.01%
735
778
$34K ﹤0.01%
1,857
779
$34K ﹤0.01%
2,190
-450
780
$34K ﹤0.01%
537
781
$34K ﹤0.01%
999
-1,076
782
$33K ﹤0.01%
607
783
$33K ﹤0.01%
520
+3
784
$33K ﹤0.01%
1,695
+503
785
$33K ﹤0.01%
+656
786
$33K ﹤0.01%
694
+4
787
$33K ﹤0.01%
1,110
+170
788
$33K ﹤0.01%
4,000
789
$33K ﹤0.01%
193
790
$33K ﹤0.01%
873
-1,881
791
$33K ﹤0.01%
+2,000
792
$33K ﹤0.01%
+900
793
$33K ﹤0.01%
12,220
794
$33K ﹤0.01%
1,150
795
$32K ﹤0.01%
772
796
$32K ﹤0.01%
388
-62
797
$32K ﹤0.01%
439
-69
798
$32K ﹤0.01%
765
+418
799
$32K ﹤0.01%
500
800
$32K ﹤0.01%
200
30 31
32
33 34