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
1076
$10K ﹤0.01%
350
1077
$10K ﹤0.01%
200
1078
$10K ﹤0.01%
45
-1,509
1079
$10K ﹤0.01%
+196
1080
$10K ﹤0.01%
770
+70
1081
$10K ﹤0.01%
106
-34
1082
$10K ﹤0.01%
170
1083
$10K ﹤0.01%
1,100
1084
$10K ﹤0.01%
120
1085
$10K ﹤0.01%
742
+38
1086
$10K ﹤0.01%
263
1087
$10K ﹤0.01%
975
1088
$10K ﹤0.01%
201
+2
1089
$10K ﹤0.01%
737
1090
$10K ﹤0.01%
494
+3
1091
$10K ﹤0.01%
+750
1092
$10K ﹤0.01%
279
1093
$10K ﹤0.01%
1,000
1094
$10K ﹤0.01%
141
1095
$10K ﹤0.01%
272
1096
$10K ﹤0.01%
480
1097
$10K ﹤0.01%
+64
1098
$10K ﹤0.01%
100
1099
$10K ﹤0.01%
204
+48
1100
$10K ﹤0.01%
559
+15
42 43
44
45 46