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
1151
$9K ﹤0.01%
+100
1152
$9K ﹤0.01%
325
1153
$9K ﹤0.01%
365
1154
$9K ﹤0.01%
146
1155
$9K ﹤0.01%
3,103
-303
1156
$9K ﹤0.01%
504
-89
1157
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+50
1158
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180
1159
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290
+105
1160
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133
1161
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+156
1162
$9K ﹤0.01%
718
+9
1163
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264
1164
$9K ﹤0.01%
257
1165
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650
1166
$8K ﹤0.01%
50
1167
$8K ﹤0.01%
200
-350
1168
$8K ﹤0.01%
1,054
1169
$8K ﹤0.01%
337
1170
$8K ﹤0.01%
246
-250
1171
$8K ﹤0.01%
500
1172
$8K ﹤0.01%
89
1173
$8K ﹤0.01%
+189
1174
$8K ﹤0.01%
159
-216
1175
$8K ﹤0.01%
+292
45 46
47
48 49