AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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 +$8.32M
2 +$4.89M
3 +$3.14M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$3.07M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$2.52M

Top Sells

1 +$7.13M
2 +$3.97M
3 +$3.84M
4
BA icon
Boeing
BA
+$3.31M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.26M

Sector Composition

1 Healthcare 6.48%
2 Industrials 6.23%
3 Technology 5.99%
4 Financials 4.33%
5 Consumer Discretionary 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
$43K 0.01%
2,065
+65
777
$43K 0.01%
1,412
-1,380
778
$43K 0.01%
1,067
+600
779
$43K 0.01%
297
+15
780
$42K 0.01%
488
+1
781
$42K 0.01%
4,000
782
$42K 0.01%
935
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783
$42K 0.01%
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784
$42K 0.01%
1,620
785
$41K 0.01%
2,620
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786
$41K 0.01%
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787
$41K 0.01%
415
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$41K 0.01%
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789
$41K 0.01%
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$40K ﹤0.01%
831
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$40K ﹤0.01%
763
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$40K ﹤0.01%
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$40K ﹤0.01%
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795
$40K ﹤0.01%
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$40K ﹤0.01%
1,426
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$39K ﹤0.01%
1,413
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798
$39K ﹤0.01%
772
799
$39K ﹤0.01%
480
800
$39K ﹤0.01%
698
+4