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
801
$32K ﹤0.01%
404
-42
802
$32K ﹤0.01%
2,587
+2,337
803
$31K ﹤0.01%
376
+4
804
$31K ﹤0.01%
1,449
+40
805
$31K ﹤0.01%
379
-94
806
$31K ﹤0.01%
398
807
$31K ﹤0.01%
1,087
808
$31K ﹤0.01%
564
-151
809
$31K ﹤0.01%
525
-1,445
810
$31K ﹤0.01%
1,240
811
$30K ﹤0.01%
800
812
$30K ﹤0.01%
908
-7,069
813
$30K ﹤0.01%
3,640
814
$30K ﹤0.01%
+2,400
815
$30K ﹤0.01%
+1,050
816
$30K ﹤0.01%
533
+304
817
$29K ﹤0.01%
343
-299
818
$29K ﹤0.01%
768
-148
819
$29K ﹤0.01%
2,256
+720
820
$29K ﹤0.01%
+550
821
$29K ﹤0.01%
1,150
-1,500
822
$29K ﹤0.01%
473
823
$29K ﹤0.01%
264
-153
824
$29K ﹤0.01%
904
-503
825
$29K ﹤0.01%
2,500
+1,300
31 32
33
34 35