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
826
$33K ﹤0.01%
372
827
$33K ﹤0.01%
550
828
$33K ﹤0.01%
530
829
$33K ﹤0.01%
795
+140
830
$33K ﹤0.01%
940
831
$33K ﹤0.01%
622
-23
832
$33K ﹤0.01%
1,087
833
$33K ﹤0.01%
537
-70
834
$32K ﹤0.01%
+507
835
$32K ﹤0.01%
707
836
$32K ﹤0.01%
+1,162
837
$32K ﹤0.01%
491
+6
838
$31K ﹤0.01%
137
839
$31K ﹤0.01%
1,018
-2,318
840
$31K ﹤0.01%
473
841
$31K ﹤0.01%
+451
842
$31K ﹤0.01%
512
843
$31K ﹤0.01%
252
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844
$31K ﹤0.01%
711
-14
845
$31K ﹤0.01%
495
846
$31K ﹤0.01%
1,240
-270
847
$30K ﹤0.01%
625
-350
848
$30K ﹤0.01%
963
+205
849
$30K ﹤0.01%
275
850
$30K ﹤0.01%
282
-68
32 33
34
35 36