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
1026
$18K ﹤0.01%
567
1027
$18K ﹤0.01%
+300
1028
$18K ﹤0.01%
667
1029
$18K ﹤0.01%
710
1030
$18K ﹤0.01%
439
1031
$18K ﹤0.01%
557
+300
1032
$17K ﹤0.01%
+500
1033
$17K ﹤0.01%
3,017
-2,772
1034
$17K ﹤0.01%
3,000
+2,666
1035
$17K ﹤0.01%
447
-7
1036
$17K ﹤0.01%
1,044
-1,212
1037
$17K ﹤0.01%
5,291
+460
1038
$17K ﹤0.01%
107
1039
$17K ﹤0.01%
+689
1040
$17K ﹤0.01%
3,814
1041
$17K ﹤0.01%
929
+20
1042
$17K ﹤0.01%
150
1043
$17K ﹤0.01%
266
1044
$17K ﹤0.01%
249
+129
1045
$17K ﹤0.01%
153
-11
1046
$17K ﹤0.01%
220
1047
$17K ﹤0.01%
1,439
1048
$17K ﹤0.01%
301
+1
1049
$17K ﹤0.01%
471
+253
1050
$17K ﹤0.01%
1,600
40 41
42
43 44