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
$796M
AUM Growth
+$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,724
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$7.57M
3
+$4.58M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.78M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.72M

Top Sells

1
+$7.35M
2
+$6.01M
3
+$5.95M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.7M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.82M

Sector Composition

1 Healthcare 6.79%
2 Industrials 5.85%
3 Technology 5.77%
4 Financials 4.08%
5 Consumer Staples 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$38K ﹤0.01%
1,000
802
$38K ﹤0.01%
349
-10
803
$38K ﹤0.01%
640
-249
804
$38K ﹤0.01%
2,280
805
$38K ﹤0.01%
1,621
-326
806
$37K ﹤0.01%
674
807
$37K ﹤0.01%
1,315
808
$37K ﹤0.01%
1,560
809
$37K ﹤0.01%
319
810
$36K ﹤0.01%
1,222
811
$36K ﹤0.01%
212
-10
812
$36K ﹤0.01%
3,640
813
$36K ﹤0.01%
1,034
-1,815
814
$36K ﹤0.01%
98
+9
815
$36K ﹤0.01%
523
-56
816
$36K ﹤0.01%
1,260
-525
817
$35K ﹤0.01%
1,000
818
$35K ﹤0.01%
1,403
-858
819
$35K ﹤0.01%
517
+3
820
$35K ﹤0.01%
690
821
$35K ﹤0.01%
1,539
+400
822
$35K ﹤0.01%
193
823
$34K ﹤0.01%
180
-22
824
$34K ﹤0.01%
3,000
825
$34K ﹤0.01%
565
-32
31 32
33
34 35