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
901
$28K ﹤0.01%
607
902
$28K ﹤0.01%
655
903
$28K ﹤0.01%
720
904
$28K ﹤0.01%
420
905
$28K ﹤0.01%
1,151
+41
906
$28K ﹤0.01%
600
907
$28K ﹤0.01%
690
908
$28K ﹤0.01%
1,250
909
$28K ﹤0.01%
433
910
$28K ﹤0.01%
1,131
911
$28K ﹤0.01%
1,499
912
$27K ﹤0.01%
158
913
$27K ﹤0.01%
528
+122
914
$27K ﹤0.01%
1,123
915
$27K ﹤0.01%
2,090
916
$27K ﹤0.01%
1,589
917
$27K ﹤0.01%
177
918
$27K ﹤0.01%
1,018
919
$27K ﹤0.01%
300
920
$27K ﹤0.01%
535
+58
921
$27K ﹤0.01%
451
922
$27K ﹤0.01%
306
923
$27K ﹤0.01%
2,242
924
$26K ﹤0.01%
3,182
+1,200
925
$26K ﹤0.01%
564
-3
35 36
37
38 39