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
1101
$10K ﹤0.01%
400
1102
$10K ﹤0.01%
567
1103
$9K ﹤0.01%
2,000
+1,000
1104
$9K ﹤0.01%
4,905
-1,961
1105
$9K ﹤0.01%
770
1106
$9K ﹤0.01%
343
-79
1107
$9K ﹤0.01%
886
-1,194
1108
$9K ﹤0.01%
900
1109
$9K ﹤0.01%
146
1110
$9K ﹤0.01%
599
1111
$9K ﹤0.01%
300
1112
$9K ﹤0.01%
432
1113
$9K ﹤0.01%
86
-53
1114
$9K ﹤0.01%
1,000
1115
$9K ﹤0.01%
562
1116
$9K ﹤0.01%
70
1117
$9K ﹤0.01%
392
1118
$9K ﹤0.01%
322
+53
1119
$9K ﹤0.01%
121
1120
$9K ﹤0.01%
212
+7
1121
$9K ﹤0.01%
350
1122
$9K ﹤0.01%
135
1123
$9K ﹤0.01%
8,200
1124
$9K ﹤0.01%
125
-50
1125
$8K ﹤0.01%
371
43 44
45
46 47