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
826
$36K ﹤0.01%
910
+142
827
$36K ﹤0.01%
1,000
828
$36K ﹤0.01%
1,380
+450
829
$36K ﹤0.01%
+1,378
830
$36K ﹤0.01%
2,635
+48
831
$35K ﹤0.01%
328
-15
832
$35K ﹤0.01%
357
-250
833
$35K ﹤0.01%
550
834
$35K ﹤0.01%
264
835
$35K ﹤0.01%
537
836
$35K ﹤0.01%
564
837
$34K ﹤0.01%
376
838
$34K ﹤0.01%
1,024
-328
839
$34K ﹤0.01%
480
+260
840
$34K ﹤0.01%
247
841
$34K ﹤0.01%
415
+24
842
$34K ﹤0.01%
+1,459
843
$34K ﹤0.01%
660
-102
844
$34K ﹤0.01%
2,500
845
$34K ﹤0.01%
+3,301
846
$34K ﹤0.01%
2,140
-50
847
$34K ﹤0.01%
4,250
+1,000
848
$34K ﹤0.01%
270
+5
849
$33K ﹤0.01%
19
+17
850
$33K ﹤0.01%
281
+18
32 33
34
35 36