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
901
$22K ﹤0.01%
300
902
$22K ﹤0.01%
550
903
$22K ﹤0.01%
1,108
+42
904
$22K ﹤0.01%
229
+138
905
$22K ﹤0.01%
1,000
906
$22K ﹤0.01%
554
-7
907
$22K ﹤0.01%
384
+6
908
$22K ﹤0.01%
+660
909
$22K ﹤0.01%
177
910
$22K ﹤0.01%
1,560
911
$22K ﹤0.01%
690
-108
912
$22K ﹤0.01%
1,116
+21
913
$21K ﹤0.01%
1,147
+184
914
$21K ﹤0.01%
208
915
$21K ﹤0.01%
606
+5
916
$21K ﹤0.01%
234
917
$21K ﹤0.01%
930
918
$21K ﹤0.01%
477
+68
919
$21K ﹤0.01%
467
920
$21K ﹤0.01%
300
-1,815
921
$21K ﹤0.01%
1,296
922
$21K ﹤0.01%
1,125
923
$21K ﹤0.01%
948
-75
924
$20K ﹤0.01%
404
925
$20K ﹤0.01%
406
+1
35 36
37
38 39