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
1126
$8K ﹤0.01%
563
1127
$8K ﹤0.01%
140
1128
$8K ﹤0.01%
415
1129
$8K ﹤0.01%
+125
1130
$8K ﹤0.01%
182
1131
$8K ﹤0.01%
286
+40
1132
$8K ﹤0.01%
100
-25
1133
$8K ﹤0.01%
640
1134
$8K ﹤0.01%
467
1135
$8K ﹤0.01%
301
1136
$8K ﹤0.01%
+681
1137
$8K ﹤0.01%
650
+400
1138
$8K ﹤0.01%
89
1139
$8K ﹤0.01%
+176
1140
$8K ﹤0.01%
1,327
1141
$8K ﹤0.01%
397
+45
1142
$8K ﹤0.01%
98
1143
$8K ﹤0.01%
500
1144
$8K ﹤0.01%
103
-440
1145
$8K ﹤0.01%
68
1146
$8K ﹤0.01%
+169
1147
$8K ﹤0.01%
365
1148
$8K ﹤0.01%
169
1149
$8K ﹤0.01%
163
-156
1150
$8K ﹤0.01%
666
-1
44 45
46
47 48