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
1026
$15K ﹤0.01%
1,000
1027
$15K ﹤0.01%
187
1028
$15K ﹤0.01%
150
-4
1029
$15K ﹤0.01%
362
1030
$15K ﹤0.01%
480
+300
1031
$15K ﹤0.01%
600
1032
$15K ﹤0.01%
1,400
1033
$14K ﹤0.01%
750
1034
$14K ﹤0.01%
692
1035
$14K ﹤0.01%
200
-8
1036
$14K ﹤0.01%
+470
1037
$14K ﹤0.01%
678
+14
1038
$14K ﹤0.01%
88
-3
1039
$14K ﹤0.01%
2,212
+29
1040
$14K ﹤0.01%
170
-34
1041
$14K ﹤0.01%
120
-33
1042
$14K ﹤0.01%
704
+3
1043
$14K ﹤0.01%
1,781
-151
1044
$14K ﹤0.01%
374
1045
$14K ﹤0.01%
1,000
-90
1046
$14K ﹤0.01%
200
1047
$14K ﹤0.01%
125
-5
1048
$14K ﹤0.01%
220
1049
$14K ﹤0.01%
141
1050
$14K ﹤0.01%
86
40 41
42
43 44