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
1051
$12K ﹤0.01%
145
1052
$12K ﹤0.01%
900
-500
1053
$11K ﹤0.01%
252
1054
$11K ﹤0.01%
824
1055
$11K ﹤0.01%
+400
1056
$11K ﹤0.01%
403
-300
1057
$11K ﹤0.01%
550
1058
$11K ﹤0.01%
111
+86
1059
$11K ﹤0.01%
+250
1060
$11K ﹤0.01%
545
+17
1061
$11K ﹤0.01%
665
1062
$11K ﹤0.01%
+175
1063
$11K ﹤0.01%
+561
1064
$11K ﹤0.01%
295
+45
1065
$11K ﹤0.01%
246
1066
$11K ﹤0.01%
110
1067
$11K ﹤0.01%
+2,100
1068
$11K ﹤0.01%
207
+3
1069
$11K ﹤0.01%
500
1070
$11K ﹤0.01%
214
1071
$11K ﹤0.01%
86
1072
$11K ﹤0.01%
412
1073
$11K ﹤0.01%
+390
1074
$10K ﹤0.01%
75
+25
1075
$10K ﹤0.01%
202
41 42
43
44 45