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
1076
$12K ﹤0.01%
528
+15
1077
$12K ﹤0.01%
1,200
-1,172
1078
$12K ﹤0.01%
120
1079
$12K ﹤0.01%
+126
1080
$12K ﹤0.01%
+66
1081
$12K ﹤0.01%
250
-3,281
1082
$12K ﹤0.01%
214
+6
1083
$12K ﹤0.01%
318
-37
1084
$12K ﹤0.01%
121
1085
$11K ﹤0.01%
651
1086
$11K ﹤0.01%
449
-181
1087
$11K ﹤0.01%
444
-159
1088
$11K ﹤0.01%
80
1089
$11K ﹤0.01%
326
1090
$11K ﹤0.01%
496
1091
$11K ﹤0.01%
+384
1092
$11K ﹤0.01%
104
1093
$11K ﹤0.01%
146
-17
1094
$11K ﹤0.01%
667
1095
$11K ﹤0.01%
222
-100
1096
$11K ﹤0.01%
432
1097
$11K ﹤0.01%
1,013
+10
1098
$11K ﹤0.01%
491
-53
1099
$11K ﹤0.01%
204
+2
1100
$11K ﹤0.01%
392
42 43
44
45 46