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
1001
$15K ﹤0.01%
164
1002
$15K ﹤0.01%
8,500
1003
$15K ﹤0.01%
300
+2
1004
$14K ﹤0.01%
203
-107
1005
$14K ﹤0.01%
80
1006
$14K ﹤0.01%
243
-166
1007
$14K ﹤0.01%
456
+94
1008
$14K ﹤0.01%
2,244
+32
1009
$14K ﹤0.01%
278
-700
1010
$14K ﹤0.01%
909
+16
1011
$14K ﹤0.01%
150
1012
$14K ﹤0.01%
374
1013
$14K ﹤0.01%
254
+28
1014
$14K ﹤0.01%
81
1015
$14K ﹤0.01%
+125
1016
$14K ﹤0.01%
1,200
1017
$14K ﹤0.01%
1,400
1018
$13K ﹤0.01%
750
1019
$13K ﹤0.01%
220
+20
1020
$13K ﹤0.01%
500
1021
$13K ﹤0.01%
500
1022
$13K ﹤0.01%
202
-128
1023
$13K ﹤0.01%
400
1024
$13K ﹤0.01%
259
1025
$13K ﹤0.01%
285
-1,450
39 40
41
42 43