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
976
$19K ﹤0.01%
16
+2
977
$19K ﹤0.01%
263
978
$19K ﹤0.01%
268
-6
979
$19K ﹤0.01%
204
+90
980
$19K ﹤0.01%
839
+150
981
$19K ﹤0.01%
791
982
$18K ﹤0.01%
222
+29
983
$18K ﹤0.01%
140
984
$18K ﹤0.01%
107
985
$18K ﹤0.01%
567
986
$18K ﹤0.01%
110
987
$18K ﹤0.01%
1,600
988
$18K ﹤0.01%
710
989
$18K ﹤0.01%
439
-136
990
$18K ﹤0.01%
928
991
$17K ﹤0.01%
252
+237
992
$17K ﹤0.01%
230
993
$17K ﹤0.01%
422
+180
994
$17K ﹤0.01%
249
+146
995
$17K ﹤0.01%
140
+34
996
$17K ﹤0.01%
500
997
$17K ﹤0.01%
139
-33
998
$17K ﹤0.01%
246
999
$17K ﹤0.01%
164
+13
1000
$17K ﹤0.01%
298
+1
38 39
40
41 42