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
826
$29K ﹤0.01%
349
827
$29K ﹤0.01%
77
+52
828
$29K ﹤0.01%
+1,685
829
$29K ﹤0.01%
2,023
-1,514
830
$29K ﹤0.01%
1,430
+950
831
$28K ﹤0.01%
263
-150
832
$28K ﹤0.01%
+1,142
833
$28K ﹤0.01%
1,000
834
$28K ﹤0.01%
+2,125
835
$28K ﹤0.01%
2,014
836
$28K ﹤0.01%
875
+750
837
$28K ﹤0.01%
463
-272
838
$28K ﹤0.01%
1,100
+500
839
$28K ﹤0.01%
1,499
-122
840
$27K ﹤0.01%
1,123
-280
841
$27K ﹤0.01%
284
-20
842
$27K ﹤0.01%
1,018
843
$27K ﹤0.01%
89
-9
844
$27K ﹤0.01%
726
-437
845
$27K ﹤0.01%
368
+100
846
$27K ﹤0.01%
760
847
$27K ﹤0.01%
754
-2,188
848
$27K ﹤0.01%
405
+201
849
$27K ﹤0.01%
1,400
-1,250
850
$27K ﹤0.01%
954
-306
32 33
34
35 36