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
851
$30K ﹤0.01%
420
-1,672
852
$30K ﹤0.01%
2,014
853
$30K ﹤0.01%
798
+426
854
$30K ﹤0.01%
1,250
855
$30K ﹤0.01%
486
856
$30K ﹤0.01%
221
857
$29K ﹤0.01%
1,800
858
$29K ﹤0.01%
300
859
$29K ﹤0.01%
1,000
860
$29K ﹤0.01%
656
+79
861
$29K ﹤0.01%
325
-90
862
$29K ﹤0.01%
760
863
$29K ﹤0.01%
200
864
$29K ﹤0.01%
1,023
-248
865
$29K ﹤0.01%
695
+1
866
$29K ﹤0.01%
138
-50
867
$28K ﹤0.01%
178
868
$28K ﹤0.01%
703
+156
869
$28K ﹤0.01%
304
+75
870
$28K ﹤0.01%
1,514
871
$28K ﹤0.01%
600
872
$28K ﹤0.01%
451
+140
873
$28K ﹤0.01%
1,328
-435
874
$28K ﹤0.01%
10,000
875
$28K ﹤0.01%
10,350
33 34
35
36 37