AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
+$7.82M
2
+$7.6M
3
+$4.59M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.77M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.69M

Top Sells

1
+$7.3M
2
+$6.01M
3
+$5.96M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.65M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.74M

Sector Composition

1 Healthcare 6.79%
2 Industrials 5.85%
3 Technology 5.77%
4 Financials 4.21%
5 Consumer Staples 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$15K ﹤0.01%
1,400
1027
$15K ﹤0.01%
190
-13
1028
$15K ﹤0.01%
200
-21
1029
$15K ﹤0.01%
235
-33
1030
$15K ﹤0.01%
830
+130
1031
$15K ﹤0.01%
400
1032
$15K ﹤0.01%
1,000
1033
$14K ﹤0.01%
750
1034
$14K ﹤0.01%
692
1035
$14K ﹤0.01%
200
-8
1036
$14K ﹤0.01%
141
1037
$14K ﹤0.01%
86
1038
$14K ﹤0.01%
+544
1039
$14K ﹤0.01%
+470
1040
$14K ﹤0.01%
678
+14
1041
$14K ﹤0.01%
88
-3
1042
$14K ﹤0.01%
2,212
+29
1043
$14K ﹤0.01%
170
-34
1044
$14K ﹤0.01%
120
-33
1045
$14K ﹤0.01%
704
+3
1046
$14K ﹤0.01%
1,781
-151
1047
$14K ﹤0.01%
374
1048
$14K ﹤0.01%
1,000
-90
1049
$14K ﹤0.01%
200
1050
$14K ﹤0.01%
125
-5
40 41
42
43 44