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
801
$39K ﹤0.01%
2,011
+154
802
$39K ﹤0.01%
2,000
-270
803
$39K ﹤0.01%
503
+5
804
$39K ﹤0.01%
1,005
+6
805
$39K ﹤0.01%
13,054
806
$39K ﹤0.01%
1,150
807
$38K ﹤0.01%
1,294
808
$38K ﹤0.01%
439
809
$38K ﹤0.01%
437
810
$38K ﹤0.01%
2,260
-780
811
$38K ﹤0.01%
1,125
+250
812
$38K ﹤0.01%
1,398
+1,300
813
$38K ﹤0.01%
920
-865
814
$38K ﹤0.01%
5,646
+323
815
$37K ﹤0.01%
839
-1,266
816
$37K ﹤0.01%
137
817
$37K ﹤0.01%
656
818
$37K ﹤0.01%
716
+696
819
$37K ﹤0.01%
852
-1,265
820
$37K ﹤0.01%
374
+77
821
$37K ﹤0.01%
404
822
$37K ﹤0.01%
12,220
823
$37K ﹤0.01%
1,465
+225
824
$37K ﹤0.01%
1,477
-600
825
$36K ﹤0.01%
373
-6
31 32
33
34 35