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
951
$18K ﹤0.01%
1,500
952
$18K ﹤0.01%
391
953
$18K ﹤0.01%
879
+791
954
$18K ﹤0.01%
660
955
$18K ﹤0.01%
431
+22
956
$18K ﹤0.01%
+1,500
957
$18K ﹤0.01%
+1,000
958
$18K ﹤0.01%
1,439
959
$18K ﹤0.01%
2,300
+300
960
$18K ﹤0.01%
1,127
961
$18K ﹤0.01%
3,486
962
$18K ﹤0.01%
710
963
$18K ﹤0.01%
992
964
$17K ﹤0.01%
484
-172
965
$17K ﹤0.01%
300
966
$17K ﹤0.01%
148
-30
967
$17K ﹤0.01%
2,343
968
$17K ﹤0.01%
290
969
$17K ﹤0.01%
16
970
$17K ﹤0.01%
1,124
-2,251
971
$17K ﹤0.01%
760
+280
972
$17K ﹤0.01%
+68
973
$17K ﹤0.01%
13,054
974
$17K ﹤0.01%
399
+49
975
$16K ﹤0.01%
+145
37 38
39
40 41