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
876
$32K ﹤0.01%
153
877
$31K ﹤0.01%
888
+724
878
$31K ﹤0.01%
440
+150
879
$31K ﹤0.01%
2,014
880
$31K ﹤0.01%
89
881
$31K ﹤0.01%
201
882
$31K ﹤0.01%
783
+23
883
$31K ﹤0.01%
2,213
+190
884
$31K ﹤0.01%
571
+59
885
$30K ﹤0.01%
554
+465
886
$30K ﹤0.01%
2,000
887
$30K ﹤0.01%
395
-1,575
888
$30K ﹤0.01%
2,400
-2,800
889
$30K ﹤0.01%
750
+729
890
$30K ﹤0.01%
120
891
$30K ﹤0.01%
556
+1
892
$30K ﹤0.01%
569
+291
893
$30K ﹤0.01%
368
894
$30K ﹤0.01%
728
-26
895
$30K ﹤0.01%
826
+794
896
$29K ﹤0.01%
625
897
$29K ﹤0.01%
275
898
$29K ﹤0.01%
1,000
899
$29K ﹤0.01%
1,003
900
$29K ﹤0.01%
463
34 35
36
37 38