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
1151
$8K ﹤0.01%
25
+8
1152
$8K ﹤0.01%
1,974
1153
$8K ﹤0.01%
300
1154
$8K ﹤0.01%
50
1155
$8K ﹤0.01%
120
1156
$8K ﹤0.01%
120
1157
$8K ﹤0.01%
165
1158
$8K ﹤0.01%
54
1159
$8K ﹤0.01%
+1,000
1160
$8K ﹤0.01%
+5,000
1161
$8K ﹤0.01%
650
1162
$7K ﹤0.01%
200
1163
$7K ﹤0.01%
47
1164
$7K ﹤0.01%
100
-2,470
1165
$7K ﹤0.01%
337
1166
$7K ﹤0.01%
333
-111
1167
$7K ﹤0.01%
500
1168
$7K ﹤0.01%
189
1169
$7K ﹤0.01%
+200
1170
$7K ﹤0.01%
500
1171
$7K ﹤0.01%
500
1172
$7K ﹤0.01%
155
1173
$7K ﹤0.01%
100
1174
$7K ﹤0.01%
504
1175
$7K ﹤0.01%
291
+10
45 46
47
48 49