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
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
+62
783
$42K 0.01%
900
784
$42K 0.01%
1,620
785
$41K 0.01%
2,620
-1,200
786
$41K 0.01%
473
787
$41K 0.01%
415
788
$41K 0.01%
1,017
789
$41K 0.01%
934
790
$40K ﹤0.01%
445
+57
791
$40K ﹤0.01%
398
792
$40K ﹤0.01%
517
-3
793
$40K ﹤0.01%
831
+7
794
$40K ﹤0.01%
763
+600
795
$40K ﹤0.01%
2,728
796
$40K ﹤0.01%
1,426
+4
797
$39K ﹤0.01%
1,413
-36
798
$39K ﹤0.01%
772
799
$39K ﹤0.01%
480
800
$39K ﹤0.01%
698
+4
30 31
32
33 34