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
1176
$10K ﹤0.01%
170
1177
$10K ﹤0.01%
+296
1178
$10K ﹤0.01%
300
1179
$10K ﹤0.01%
86
1180
$10K ﹤0.01%
180
1181
$10K ﹤0.01%
176
-56
1182
$10K ﹤0.01%
550
-200
1183
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538
-24
1184
$10K ﹤0.01%
+225
1185
$10K ﹤0.01%
54
1186
$10K ﹤0.01%
+137
1187
$10K ﹤0.01%
480
1188
$10K ﹤0.01%
+125
1189
$10K ﹤0.01%
350
1190
$10K ﹤0.01%
1,757
+254
1191
$10K ﹤0.01%
400
1192
$10K ﹤0.01%
567
1193
$10K ﹤0.01%
650
1194
$10K ﹤0.01%
1,000
1195
$9K ﹤0.01%
2,000
1196
$9K ﹤0.01%
125
1197
$9K ﹤0.01%
301
1198
$9K ﹤0.01%
90
+1
1199
$9K ﹤0.01%
+586
1200
$9K ﹤0.01%
500
46 47
48
49 50