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
851
$33K ﹤0.01%
908
852
$33K ﹤0.01%
990
+330
853
$33K ﹤0.01%
1,150
854
$33K ﹤0.01%
737
+11
855
$33K ﹤0.01%
1,087
856
$33K ﹤0.01%
+401
857
$33K ﹤0.01%
1,194
-5,051
858
$33K ﹤0.01%
1,400
859
$33K ﹤0.01%
1,300
+200
860
$33K ﹤0.01%
542
+9
861
$33K ﹤0.01%
+325
862
$32K ﹤0.01%
1,247
+100
863
$32K ﹤0.01%
672
864
$32K ﹤0.01%
726
-1,255
865
$32K ﹤0.01%
265
+120
866
$32K ﹤0.01%
592
-13,641
867
$32K ﹤0.01%
+538
868
$32K ﹤0.01%
73
+48
869
$32K ﹤0.01%
1,560
870
$32K ﹤0.01%
1,173
+11
871
$32K ﹤0.01%
475
-375
872
$32K ﹤0.01%
77
873
$32K ﹤0.01%
311
-8
874
$32K ﹤0.01%
339
-312
875
$32K ﹤0.01%
240
+115
33 34
35
36 37