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
1026
$13K ﹤0.01%
3,250
-825
1027
$13K ﹤0.01%
265
1028
$13K ﹤0.01%
220
1029
$13K ﹤0.01%
+667
1030
$13K ﹤0.01%
1,150
-24
1031
$12K ﹤0.01%
+66
1032
$12K ﹤0.01%
+2,000
1033
$12K ﹤0.01%
692
1034
$12K ﹤0.01%
389
1035
$12K ﹤0.01%
235
1036
$12K ﹤0.01%
+100
1037
$12K ﹤0.01%
470
1038
$12K ﹤0.01%
+300
1039
$12K ﹤0.01%
1,400
-1,219
1040
$12K ﹤0.01%
249
1041
$12K ﹤0.01%
93
+5
1042
$12K ﹤0.01%
250
1043
$12K ﹤0.01%
4,831
+1,728
1044
$12K ﹤0.01%
500
1045
$12K ﹤0.01%
+333
1046
$12K ﹤0.01%
588
-164
1047
$12K ﹤0.01%
+232
1048
$12K ﹤0.01%
133
-1,171
1049
$12K ﹤0.01%
362
1050
$12K ﹤0.01%
327
-775
40 41
42
43 44