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
876
$28K ﹤0.01%
7
877
$27K ﹤0.01%
158
878
$27K ﹤0.01%
601
+100
879
$27K ﹤0.01%
550
880
$27K ﹤0.01%
720
881
$27K ﹤0.01%
2,080
-359
882
$27K ﹤0.01%
1,127
+114
883
$27K ﹤0.01%
3,486
-718
884
$27K ﹤0.01%
656
-20
885
$26K ﹤0.01%
1,584
886
$26K ﹤0.01%
490
-61
887
$26K ﹤0.01%
405
+301
888
$26K ﹤0.01%
2,000
-168
889
$26K ﹤0.01%
+1,192
890
$26K ﹤0.01%
2,090
891
$26K ﹤0.01%
659
892
$26K ﹤0.01%
340
+1
893
$26K ﹤0.01%
177
894
$26K ﹤0.01%
234
+70
895
$26K ﹤0.01%
5,350
896
$26K ﹤0.01%
1,095
+19
897
$25K ﹤0.01%
+1,651
898
$25K ﹤0.01%
+412
899
$25K ﹤0.01%
920
+7
900
$25K ﹤0.01%
409
+2
34 35
36
37 38