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
1151
$9K ﹤0.01%
290
+105
1152
$9K ﹤0.01%
+156
1153
$9K ﹤0.01%
718
+9
1154
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264
1155
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257
1156
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331
-22
1157
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500
1158
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+182
1159
$9K ﹤0.01%
640
1160
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+467
1161
$9K ﹤0.01%
301
1162
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500
1163
$9K ﹤0.01%
3,103
-303
1164
$9K ﹤0.01%
133
1165
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650
1166
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+69
1167
$8K ﹤0.01%
442
1168
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+292
1169
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352
1170
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55
-34
1171
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118
-41
1172
$8K ﹤0.01%
17
+9
1173
$8K ﹤0.01%
275
1174
$8K ﹤0.01%
592
1175
$8K ﹤0.01%
546
45 46
47
48 49