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
926
$23K ﹤0.01%
839
927
$23K ﹤0.01%
4,075
+3,775
928
$23K ﹤0.01%
2,000
-118
929
$22K ﹤0.01%
716
930
$22K ﹤0.01%
172
-100
931
$22K ﹤0.01%
1,536
+144
932
$22K ﹤0.01%
378
+4
933
$22K ﹤0.01%
660
-680
934
$22K ﹤0.01%
930
-195
935
$22K ﹤0.01%
2,941
+73
936
$22K ﹤0.01%
467
-529
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%
3,289
-43
942
$21K ﹤0.01%
2,343
943
$21K ﹤0.01%
+455
944
$21K ﹤0.01%
+290
945
$21K ﹤0.01%
120
946
$21K ﹤0.01%
1,275
947
$21K ﹤0.01%
300
948
$21K ﹤0.01%
230
-179
949
$21K ﹤0.01%
+258
950
$21K ﹤0.01%
1,296
-287
36 37
38
39 40