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
76
$2.26M 0.31%
22,784
-3,629
77
$2.13M 0.29%
86,711
+502
78
$2.12M 0.29%
84,597
+41,714
79
$2.11M 0.29%
631,480
+63,560
80
$2.11M 0.29%
21,585
-18,155
81
$2.1M 0.29%
117,186
+38,186
82
$2.09M 0.29%
48,136
+2,118
83
$2.05M 0.28%
21,542
-4,375
84
$2.04M 0.28%
82,838
+4,120
85
$2.02M 0.28%
4,104
-203
86
$2.01M 0.28%
44,924
-5,772
87
$1.94M 0.27%
17,429
+17,082
88
$1.91M 0.26%
38,676
+1
89
$1.9M 0.26%
53,799
+541
90
$1.81M 0.25%
88,905
+54,130
91
$1.8M 0.25%
38,369
-3,744
92
$1.79M 0.25%
76,187
-18,486
93
$1.77M 0.25%
18,102
+1,787
94
$1.75M 0.24%
40,941
+2,723
95
$1.71M 0.24%
79,514
-1,259
96
$1.7M 0.23%
32,706
-320
97
$1.68M 0.23%
35,003
-836
98
$1.61M 0.22%
25,477
-1,185
99
$1.6M 0.22%
22,091
+1,412
100
$1.58M 0.22%
28,364
+2,914
2 3
4
5 6