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
901
$25K ﹤0.01%
300
902
$25K ﹤0.01%
3,000
903
$25K ﹤0.01%
870
-120
904
$25K ﹤0.01%
265
905
$25K ﹤0.01%
700
+290
906
$25K ﹤0.01%
2,000
907
$25K ﹤0.01%
1,125
908
$25K ﹤0.01%
143
+20
909
$25K ﹤0.01%
165
-9
910
$24K ﹤0.01%
404
911
$24K ﹤0.01%
310
-13
912
$24K ﹤0.01%
630
-141
913
$24K ﹤0.01%
409
+166
914
$24K ﹤0.01%
200
915
$24K ﹤0.01%
409
916
$24K ﹤0.01%
1,520
-146
917
$24K ﹤0.01%
1,127
+306
918
$24K ﹤0.01%
350
+50
919
$23K ﹤0.01%
208
920
$23K ﹤0.01%
608
+94
921
$23K ﹤0.01%
1,066
922
$23K ﹤0.01%
561
-131
923
$23K ﹤0.01%
2,619
+1,219
924
$23K ﹤0.01%
1,499
-147
925
$23K ﹤0.01%
150
35 36
37
38 39