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
976
$22K ﹤0.01%
3,486
977
$22K ﹤0.01%
992
978
$21K ﹤0.01%
471
979
$21K ﹤0.01%
400
-4
980
$21K ﹤0.01%
552
+149
981
$21K ﹤0.01%
726
+66
982
$21K ﹤0.01%
239
+20
983
$21K ﹤0.01%
+112
984
$21K ﹤0.01%
1,514
+14
985
$21K ﹤0.01%
182
+72
986
$21K ﹤0.01%
148
+78
987
$21K ﹤0.01%
+447
988
$21K ﹤0.01%
1,296
989
$21K ﹤0.01%
123
-20
990
$21K ﹤0.01%
394
991
$20K ﹤0.01%
1,500
992
$20K ﹤0.01%
2,500
993
$20K ﹤0.01%
172
994
$20K ﹤0.01%
716
995
$20K ﹤0.01%
1,096
-18
996
$20K ﹤0.01%
938
+59
997
$20K ﹤0.01%
1,500
998
$20K ﹤0.01%
120
-85
999
$20K ﹤0.01%
3,102
+80
1000
$20K ﹤0.01%
300
38 39
40
41 42