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
$818M
AUM Growth
+$94.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,734
New
Increased
Reduced
Closed

Top Buys

1
+$8.35M
2
+$4.97M
3
+$3.22M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$3.17M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$2.62M

Top Sells

1
+$7.33M
2
+$4.04M
3
+$3.95M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.43M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$3.37M

Sector Composition

1 Healthcare 6.48%
2 Industrials 6.23%
3 Technology 5.99%
4 Financials 4.21%
5 Consumer Discretionary 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$11K ﹤0.01%
106
1152
$11K ﹤0.01%
+1,500
1153
$11K ﹤0.01%
+300
1154
$11K ﹤0.01%
120
1155
$11K ﹤0.01%
202
+1
1156
$11K ﹤0.01%
+1,000
1157
$11K ﹤0.01%
+87
1158
$11K ﹤0.01%
120
1159
$11K ﹤0.01%
91
+30
1160
$11K ﹤0.01%
551
-8
1161
$11K ﹤0.01%
148
+13
1162
$10K ﹤0.01%
+100
1163
$10K ﹤0.01%
+2,372
1164
$10K ﹤0.01%
237
-15
1165
$10K ﹤0.01%
563
1166
$10K ﹤0.01%
770
1167
$10K ﹤0.01%
415
1168
$10K ﹤0.01%
225
-10
1169
$10K ﹤0.01%
192
+16
1170
$10K ﹤0.01%
1,327
1171
$10K ﹤0.01%
+490
1172
$10K ﹤0.01%
343
1173
$10K ﹤0.01%
604
+5
1174
$10K ﹤0.01%
+100
1175
$10K ﹤0.01%
666
45 46
47
48 49