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
$1.17B
AUM Growth
+$75.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,545
New
Increased
Reduced
Closed

Top Buys

1 +$4.57M
2 +$4.1M
3 +$2.53M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.45M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.41M

Sector Composition

1 Technology 8.46%
2 Healthcare 4.66%
3 Industrials 4.04%
4 Financials 3.48%
5 Consumer Staples 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1101
$19.6K ﹤0.01%
342
-126
1102
$19.6K ﹤0.01%
290
-10
1103
$19.5K ﹤0.01%
+1,600
1104
$19.4K ﹤0.01%
1,032
+120
1105
$19.4K ﹤0.01%
330
1106
$19.3K ﹤0.01%
409
+4
1107
$19.2K ﹤0.01%
192
-40
1108
$19.2K ﹤0.01%
205
1109
$19.1K ﹤0.01%
6,000
1110
$19K ﹤0.01%
826
1111
$18.9K ﹤0.01%
169
-48
1112
$18.9K ﹤0.01%
191
-8
1113
$18.8K ﹤0.01%
631
1114
$18.7K ﹤0.01%
201
-4
1115
$18.7K ﹤0.01%
467
+77
1116
$18.7K ﹤0.01%
84
+82
1117
$18.6K ﹤0.01%
294
-50
1118
$18.6K ﹤0.01%
1,463
+11
1119
$18.5K ﹤0.01%
784
1120
$18.2K ﹤0.01%
81
+11
1121
$18.2K ﹤0.01%
1,000
1122
$18.1K ﹤0.01%
615
+6
1123
$18.1K ﹤0.01%
1,240
+619
1124
$18K ﹤0.01%
1,134
-157
1125
$18K ﹤0.01%
915
+23