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
926
$26K ﹤0.01%
+5,000
927
$26K ﹤0.01%
1,138
+22
928
$26K ﹤0.01%
2,360
929
$26K ﹤0.01%
10,080
+80
930
$26K ﹤0.01%
180
931
$25K ﹤0.01%
300
932
$25K ﹤0.01%
208
933
$25K ﹤0.01%
223
+197
934
$25K ﹤0.01%
600
935
$25K ﹤0.01%
+500
936
$25K ﹤0.01%
1,700
+1,200
937
$25K ﹤0.01%
343
+2
938
$25K ﹤0.01%
234
939
$25K ﹤0.01%
443
+12
940
$25K ﹤0.01%
2,000
941
$25K ﹤0.01%
1,148
+23
942
$25K ﹤0.01%
99
-41
943
$24K ﹤0.01%
2,000
-9,400
944
$24K ﹤0.01%
1,662
-738
945
$24K ﹤0.01%
+600
946
$24K ﹤0.01%
+481
947
$24K ﹤0.01%
497
-8
948
$24K ﹤0.01%
+400
949
$24K ﹤0.01%
550
950
$24K ﹤0.01%
+200
36 37
38
39 40