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
851
$27K ﹤0.01%
140
852
$27K ﹤0.01%
+1,200
853
$27K ﹤0.01%
153
+15
854
$26K ﹤0.01%
625
855
$26K ﹤0.01%
1,984
+400
856
$26K ﹤0.01%
275
857
$26K ﹤0.01%
1,000
858
$26K ﹤0.01%
1,003
+593
859
$26K ﹤0.01%
137
860
$26K ﹤0.01%
793
-241
861
$26K ﹤0.01%
1,162
862
$26K ﹤0.01%
555
-85
863
$26K ﹤0.01%
+500
864
$26K ﹤0.01%
297
+67
865
$26K ﹤0.01%
550
866
$26K ﹤0.01%
433
-90
867
$26K ﹤0.01%
+1,084
868
$25K ﹤0.01%
158
869
$25K ﹤0.01%
5,789
+2,500
870
$25K ﹤0.01%
1,514
871
$25K ﹤0.01%
+910
872
$25K ﹤0.01%
247
-97
873
$25K ﹤0.01%
420
874
$25K ﹤0.01%
+1,589
875
$25K ﹤0.01%
205
+85
33 34
35
36 37