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
926
$20K ﹤0.01%
2,500
-500
927
$20K ﹤0.01%
630
928
$20K ﹤0.01%
1,114
-1,024
929
$20K ﹤0.01%
+210
930
$20K ﹤0.01%
870
931
$20K ﹤0.01%
150
932
$20K ﹤0.01%
839
933
$20K ﹤0.01%
451
934
$20K ﹤0.01%
183
+1
935
$20K ﹤0.01%
2,000
936
$20K ﹤0.01%
927
-530
937
$20K ﹤0.01%
143
938
$20K ﹤0.01%
180
939
$20K ﹤0.01%
928
940
$19K ﹤0.01%
471
941
$19K ﹤0.01%
232
+10
942
$19K ﹤0.01%
362
+2
943
$19K ﹤0.01%
201
+1
944
$19K ﹤0.01%
3,022
+81
945
$19K ﹤0.01%
162
-90
946
$19K ﹤0.01%
10,000
947
$19K ﹤0.01%
+500
948
$19K ﹤0.01%
698
+3
949
$19K ﹤0.01%
400
950
$19K ﹤0.01%
791
36 37
38
39 40