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
$796M
AUM Growth
+$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,724
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$7.6M
3
+$4.59M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.77M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.69M

Top Sells

1
+$7.3M
2
+$6.01M
3
+$5.96M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.65M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.74M

Sector Composition

1 Healthcare 6.79%
2 Industrials 5.85%
3 Technology 5.77%
4 Financials 4.21%
5 Consumer Staples 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$10K ﹤0.01%
200
-145
1127
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110
-27
1128
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70
1129
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269
1130
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221
-181
1131
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1132
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1133
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350
1134
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1135
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200
-40
1136
$10K ﹤0.01%
+480
1137
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975
1138
$9K ﹤0.01%
371
-645
1139
$9K ﹤0.01%
563
1140
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45
1141
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1,470
1142
$9K ﹤0.01%
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1143
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500
1144
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+100
1145
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325
1146
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365
1147
$9K ﹤0.01%
146
1148
$9K ﹤0.01%
504
-89
1149
$9K ﹤0.01%
+50
1150
$9K ﹤0.01%
180
44 45
46
47 48