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
1101
$13K ﹤0.01%
550
1102
$13K ﹤0.01%
470
1103
$13K ﹤0.01%
333
1104
$13K ﹤0.01%
1,000
1105
$13K ﹤0.01%
263
1106
$13K ﹤0.01%
+1,000
1107
$13K ﹤0.01%
+615
1108
$13K ﹤0.01%
285
1109
$13K ﹤0.01%
246
1110
$13K ﹤0.01%
133
1111
$13K ﹤0.01%
2,100
1112
$13K ﹤0.01%
145
1113
$13K ﹤0.01%
392
1114
$13K ﹤0.01%
141
1115
$13K ﹤0.01%
900
1116
$13K ﹤0.01%
86
1117
$13K ﹤0.01%
390
1118
$12K ﹤0.01%
66
1119
$12K ﹤0.01%
75
1120
$12K ﹤0.01%
1,512
-831
1121
$12K ﹤0.01%
500
1122
$12K ﹤0.01%
196
1123
$12K ﹤0.01%
110
-119
1124
$12K ﹤0.01%
250
1125
$12K ﹤0.01%
561
+16
43 44
45
46 47