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
1051
$14K ﹤0.01%
+544
1052
$14K ﹤0.01%
257
1053
$14K ﹤0.01%
8,200
1054
$14K ﹤0.01%
1,276
+100
1055
$14K ﹤0.01%
396
+8
1056
$13K ﹤0.01%
2,349
-63
1057
$13K ﹤0.01%
350
1058
$13K ﹤0.01%
824
1059
$13K ﹤0.01%
389
-52
1060
$13K ﹤0.01%
410
1061
$13K ﹤0.01%
385
-312
1062
$13K ﹤0.01%
1,327
1063
$13K ﹤0.01%
700
+312
1064
$13K ﹤0.01%
+1,300
1065
$13K ﹤0.01%
1,100
1066
$13K ﹤0.01%
+1,028
1067
$13K ﹤0.01%
975
1068
$13K ﹤0.01%
737
1069
$13K ﹤0.01%
226
1070
$13K ﹤0.01%
+120
1071
$13K ﹤0.01%
145
1072
$13K ﹤0.01%
412
+10
1073
$13K ﹤0.01%
205
+5
1074
$12K ﹤0.01%
770
1075
$12K ﹤0.01%
362
+228
41 42
43
44 45