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
876
$25K ﹤0.01%
120
877
$25K ﹤0.01%
600
878
$25K ﹤0.01%
1,250
879
$25K ﹤0.01%
486
880
$25K ﹤0.01%
512
881
$25K ﹤0.01%
711
882
$25K ﹤0.01%
306
-637
883
$25K ﹤0.01%
1,131
+4
884
$25K ﹤0.01%
+2,242
885
$24K ﹤0.01%
1,800
886
$24K ﹤0.01%
2,000
887
$24K ﹤0.01%
2,090
888
$24K ﹤0.01%
1,973
-1,147
889
$24K ﹤0.01%
341
+1
890
$24K ﹤0.01%
720
891
$24K ﹤0.01%
567
+426
892
$24K ﹤0.01%
300
893
$24K ﹤0.01%
495
894
$23K ﹤0.01%
600
895
$23K ﹤0.01%
655
-140
896
$23K ﹤0.01%
+449
897
$23K ﹤0.01%
1,500
898
$23K ﹤0.01%
505
-117
899
$23K ﹤0.01%
+1,324
900
$22K ﹤0.01%
+771
34 35
36
37 38