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
1001
$16K ﹤0.01%
500
1002
$16K ﹤0.01%
500
-25
1003
$16K ﹤0.01%
+347
1004
$16K ﹤0.01%
250
1005
$16K ﹤0.01%
259
1006
$16K ﹤0.01%
818
1007
$16K ﹤0.01%
1,200
1008
$16K ﹤0.01%
752
+129
1009
$16K ﹤0.01%
893
+16
1010
$16K ﹤0.01%
266
1011
$16K ﹤0.01%
279
1012
$16K ﹤0.01%
500
1013
$16K ﹤0.01%
81
-92
1014
$16K ﹤0.01%
229
-98
1015
$16K ﹤0.01%
245
-42
1016
$16K ﹤0.01%
400
1017
$16K ﹤0.01%
115
1018
$15K ﹤0.01%
190
-13
1019
$15K ﹤0.01%
200
-21
1020
$15K ﹤0.01%
235
-33
1021
$15K ﹤0.01%
830
+130
1022
$15K ﹤0.01%
400
1023
$15K ﹤0.01%
355
1024
$15K ﹤0.01%
119
-136
1025
$15K ﹤0.01%
1,974
39 40
41
42 43