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
976
$16K ﹤0.01%
454
-1,591
977
$16K ﹤0.01%
172
978
$16K ﹤0.01%
716
979
$16K ﹤0.01%
230
980
$16K ﹤0.01%
55
981
$16K ﹤0.01%
1,540
982
$16K ﹤0.01%
219
+180
983
$16K ﹤0.01%
187
984
$16K ﹤0.01%
3,814
-1,536
985
$16K ﹤0.01%
567
986
$16K ﹤0.01%
925
-403
987
$16K ﹤0.01%
1,300
-220
988
$16K ﹤0.01%
1,600
989
$16K ﹤0.01%
439
990
$16K ﹤0.01%
394
991
$15K ﹤0.01%
290
+100
992
$15K ﹤0.01%
1,982
993
$15K ﹤0.01%
700
-130
994
$15K ﹤0.01%
355
995
$15K ﹤0.01%
140
996
$15K ﹤0.01%
107
997
$15K ﹤0.01%
+200
998
$15K ﹤0.01%
1,000
999
$15K ﹤0.01%
266
1000
$15K ﹤0.01%
467
38 39
40
41 42