AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
+$7.82M
2
+$7.6M
3
+$4.59M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.77M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.69M

Top Sells

1
+$7.3M
2
+$6.01M
3
+$5.96M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.65M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.74M

Sector Composition

1 Healthcare 6.79%
2 Industrials 5.85%
3 Technology 5.77%
4 Financials 4.21%
5 Consumer Staples 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$23K ﹤0.01%
2,619
+1,219
927
$23K ﹤0.01%
1,499
-147
928
$23K ﹤0.01%
2,000
-118
929
$22K ﹤0.01%
930
-195
930
$22K ﹤0.01%
2,941
+73
931
$22K ﹤0.01%
467
-529
932
$22K ﹤0.01%
172
-100
933
$22K ﹤0.01%
716
934
$22K ﹤0.01%
1,536
+144
935
$22K ﹤0.01%
378
+4
936
$22K ﹤0.01%
660
-680
937
$22K ﹤0.01%
8,500
938
$22K ﹤0.01%
+438
939
$22K ﹤0.01%
1,200
940
$22K ﹤0.01%
394
941
$21K ﹤0.01%
+258
942
$21K ﹤0.01%
+455
943
$21K ﹤0.01%
1,400
944
$21K ﹤0.01%
750
945
$21K ﹤0.01%
1,174
-33
946
$21K ﹤0.01%
3,289
-43
947
$21K ﹤0.01%
2,343
948
$21K ﹤0.01%
+290
949
$21K ﹤0.01%
120
950
$21K ﹤0.01%
1,275
36 37
38
39 40