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
1051
$16K ﹤0.01%
+1,238
1052
$16K ﹤0.01%
203
1053
$16K ﹤0.01%
500
1054
$16K ﹤0.01%
456
1055
$16K ﹤0.01%
+300
1056
$16K ﹤0.01%
230
1057
$16K ﹤0.01%
700
1058
$16K ﹤0.01%
259
1059
$16K ﹤0.01%
355
1060
$16K ﹤0.01%
953
+449
1061
$16K ﹤0.01%
2,273
+29
1062
$16K ﹤0.01%
16
1063
$16K ﹤0.01%
114
+94
1064
$16K ﹤0.01%
+1,500
1065
$16K ﹤0.01%
+582
1066
$16K ﹤0.01%
1,300
1067
$16K ﹤0.01%
8,500
1068
$16K ﹤0.01%
701
+3
1069
$16K ﹤0.01%
1,400
1070
$15K ﹤0.01%
840
+90
1071
$15K ﹤0.01%
124
-24
1072
$15K ﹤0.01%
439
+50
1073
$15K ﹤0.01%
100
1074
$15K ﹤0.01%
+1,200
1075
$15K ﹤0.01%
55
41 42
43
44 45