AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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 +$8.32M
2 +$4.89M
3 +$3.14M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$3.07M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$2.52M

Top Sells

1 +$7.13M
2 +$3.97M
3 +$3.84M
4
BA icon
Boeing
BA
+$3.31M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.26M

Sector Composition

1 Healthcare 6.48%
2 Industrials 6.23%
3 Technology 5.99%
4 Financials 4.33%
5 Consumer Discretionary 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1076
$15K ﹤0.01%
500
1077
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200
1078
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+2,000
1079
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364
-10
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725
-200
1081
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+1,000
1082
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213
+67
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363
+1
1084
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+500
1085
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692
1086
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824
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32
+28
1088
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200
1089
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243
1090
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202
1091
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111
1092
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1093
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776
+6
1094
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1,400
1095
$14K ﹤0.01%
1,278
+728
1096
$14K ﹤0.01%
93
1097
$14K ﹤0.01%
561
1098
$14K ﹤0.01%
226
-28
1099
$13K ﹤0.01%
2,000
1100
$13K ﹤0.01%
400