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
951
$21K ﹤0.01%
1,400
952
$21K ﹤0.01%
750
953
$21K ﹤0.01%
1,174
-33
954
$20K ﹤0.01%
330
955
$20K ﹤0.01%
296
+141
956
$20K ﹤0.01%
600
957
$20K ﹤0.01%
465
958
$20K ﹤0.01%
319
-233
959
$20K ﹤0.01%
1,540
960
$20K ﹤0.01%
+150
961
$20K ﹤0.01%
182
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962
$20K ﹤0.01%
467
963
$20K ﹤0.01%
1,010
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964
$20K ﹤0.01%
1,439
965
$20K ﹤0.01%
113
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966
$20K ﹤0.01%
180
967
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968
$19K ﹤0.01%
471
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969
$19K ﹤0.01%
1,500
970
$19K ﹤0.01%
1,982
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971
$19K ﹤0.01%
55
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972
$19K ﹤0.01%
360
-56
973
$19K ﹤0.01%
391
974
$19K ﹤0.01%
1,500
975
$19K ﹤0.01%
120
37 38
39
40 41