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

Top Buys

1
+$7.76M
2
+$7.57M
3
+$4.58M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.78M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.72M

Top Sells

1
+$7.35M
2
+$6.01M
3
+$5.95M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.7M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.82M

Sector Composition

1 Healthcare 6.79%
2 Industrials 5.85%
3 Technology 5.77%
4 Financials 4.08%
5 Consumer Staples 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$10K ﹤0.01%
70
1127
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269
1128
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221
-181
1129
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272
1130
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139
1131
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+480
1132
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350
1133
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1134
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-40
1135
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+480
1136
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400
1137
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1138
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500
1139
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975
1140
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371
-645
1141
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563
1142
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45
1143
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1,470
1144
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331
-22
1145
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500
1146
$9K ﹤0.01%
+182
1147
$9K ﹤0.01%
640
1148
$9K ﹤0.01%
+467
1149
$9K ﹤0.01%
301
1150
$9K ﹤0.01%
91
44 45
46
47 48