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
76
$2.49M 0.3%
250,376
-35,568
77
$2.48M 0.3%
22,726
+9,836
78
$2.45M 0.3%
30,397
+2,364
79
$2.41M 0.29%
59,821
+2,376
80
$2.38M 0.29%
46,805
+507
81
$2.36M 0.29%
26,617
+18,362
82
$2.35M 0.29%
63,249
-19,118
83
$2.35M 0.29%
23,165
+1,580
84
$2.34M 0.29%
90,502
+52,557
85
$2.27M 0.28%
21,922
-862
86
$2.27M 0.28%
59,185
+5,386
87
$2.22M 0.27%
+75,454
88
$2.16M 0.26%
87,251
+540
89
$2.14M 0.26%
90,298
+10,784
90
$2.14M 0.26%
39,786
+1,417
91
$2.08M 0.25%
76,822
+60,491
92
$2.06M 0.25%
90,770
+1,865
93
$2.03M 0.25%
29,552
+1,188
94
$1.98M 0.24%
24,754
+2,663
95
$1.97M 0.24%
18,227
-3,315
96
$1.94M 0.24%
42,107
-2,817
97
$1.93M 0.24%
70,039
-12,799
98
$1.93M 0.24%
43,127
+2,186
99
$1.92M 0.24%
23,972
+431
100
$1.89M 0.23%
17,592
-510
2 3
4
5 6