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
1001
$20K ﹤0.01%
184
+1
1002
$20K ﹤0.01%
763
+3
1003
$20K ﹤0.01%
449
+50
1004
$20K ﹤0.01%
791
1005
$19K ﹤0.01%
430
+230
1006
$19K ﹤0.01%
224
-8
1007
$19K ﹤0.01%
+120
1008
$19K ﹤0.01%
1,350
+750
1009
$19K ﹤0.01%
290
1010
$19K ﹤0.01%
363
+1
1011
$19K ﹤0.01%
276
-8,000
1012
$19K ﹤0.01%
484
1013
$19K ﹤0.01%
+316
1014
$19K ﹤0.01%
150
1015
$19K ﹤0.01%
1,000
1016
$19K ﹤0.01%
500
1017
$19K ﹤0.01%
2,300
1018
$18K ﹤0.01%
550
1019
$18K ﹤0.01%
300
1020
$18K ﹤0.01%
+648
1021
$18K ﹤0.01%
122
+70
1022
$18K ﹤0.01%
+1,300
1023
$18K ﹤0.01%
140
1024
$18K ﹤0.01%
+200
1025
$18K ﹤0.01%
187
39 40
41
42 43