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AF

Advisornet Financial Portfolio holdings

AUM $1.93B
1-Year Est. Return 18.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.58%
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%
+50
1152
$9K ﹤0.01%
180
1153
$9K ﹤0.01%
290
+105
1154
$9K ﹤0.01%
+156
1155
$9K ﹤0.01%
718
+9
1156
$9K ﹤0.01%
264
1157
$9K ﹤0.01%
257
1158
$9K ﹤0.01%
650
1159
$9K ﹤0.01%
+182
1160
$9K ﹤0.01%
640
1161
$9K ﹤0.01%
+467
1162
$9K ﹤0.01%
371
-645
1163
$9K ﹤0.01%
563
1164
$9K ﹤0.01%
45
1165
$9K ﹤0.01%
133
1166
$8K ﹤0.01%
+189
1167
$8K ﹤0.01%
159
-216
1168
$8K ﹤0.01%
+292
1169
$8K ﹤0.01%
55
-34
1170
$8K ﹤0.01%
50
1171
$8K ﹤0.01%
200
-350
1172
$8K ﹤0.01%
1,054
1173
$8K ﹤0.01%
337
1174
$8K ﹤0.01%
246
-250
1175
$8K ﹤0.01%
500
45 46
47
48 49