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
1176
$8K ﹤0.01%
352
1177
$8K ﹤0.01%
68
1178
$8K ﹤0.01%
160
+140
1179
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453
+11
1180
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169
-100
1181
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55
-34
1182
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1183
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17
+9
1184
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1185
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592
1186
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408
1187
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219
-485
1188
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+50
1189
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302
+200
1190
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100
1191
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546
1192
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1193
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120
-730
1194
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1,100
1195
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66
1196
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61
1197
$8K ﹤0.01%
165
+38
1198
$8K ﹤0.01%
+53
1199
$8K ﹤0.01%
124
1200
$8K ﹤0.01%
+69
46 47
48
49 50