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
951
$24K ﹤0.01%
206
+44
952
$24K ﹤0.01%
345
-550
953
$24K ﹤0.01%
580
+536
954
$24K ﹤0.01%
482
+210
955
$24K ﹤0.01%
+1,000
956
$23K ﹤0.01%
136
+110
957
$23K ﹤0.01%
2,516
-1,124
958
$23K ﹤0.01%
1,500
+1,000
959
$23K ﹤0.01%
597
+471
960
$23K ﹤0.01%
1,108
961
$23K ﹤0.01%
1,000
962
$23K ﹤0.01%
386
+2
963
$23K ﹤0.01%
839
964
$23K ﹤0.01%
+1,100
965
$22K ﹤0.01%
208
-76
966
$22K ﹤0.01%
630
967
$22K ﹤0.01%
210
968
$22K ﹤0.01%
+825
969
$22K ﹤0.01%
606
970
$22K ﹤0.01%
540
-14
971
$22K ﹤0.01%
1,822
+936
972
$22K ﹤0.01%
+900
973
$22K ﹤0.01%
870
974
$22K ﹤0.01%
+158
975
$22K ﹤0.01%
376
-119
37 38
39
40 41