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
1076
$15K ﹤0.01%
213
+67
1077
$15K ﹤0.01%
500
1078
$15K ﹤0.01%
200
1079
$15K ﹤0.01%
+2,000
1080
$15K ﹤0.01%
364
-10
1081
$15K ﹤0.01%
725
-200
1082
$15K ﹤0.01%
+1,000
1083
$14K ﹤0.01%
692
1084
$14K ﹤0.01%
824
1085
$14K ﹤0.01%
32
+28
1086
$14K ﹤0.01%
200
1087
$14K ﹤0.01%
243
1088
$14K ﹤0.01%
202
1089
$14K ﹤0.01%
111
1090
$14K ﹤0.01%
400
1091
$14K ﹤0.01%
776
+6
1092
$14K ﹤0.01%
1,400
1093
$14K ﹤0.01%
1,278
+728
1094
$14K ﹤0.01%
93
1095
$14K ﹤0.01%
561
1096
$14K ﹤0.01%
226
-28
1097
$14K ﹤0.01%
363
+1
1098
$14K ﹤0.01%
+500
1099
$13K ﹤0.01%
2,000
1100
$13K ﹤0.01%
400
42 43
44
45 46