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
1201
$8K ﹤0.01%
124
1202
$8K ﹤0.01%
107
-6
1203
$8K ﹤0.01%
335
-18
1204
$8K ﹤0.01%
442
1205
$8K ﹤0.01%
44
-3
1206
$8K ﹤0.01%
300
1207
$8K ﹤0.01%
+454
1208
$7K ﹤0.01%
161
-193
1209
$7K ﹤0.01%
61
-24
1210
$7K ﹤0.01%
500
1211
$7K ﹤0.01%
145
-155
1212
$7K ﹤0.01%
244
+44
1213
$7K ﹤0.01%
286
-344
1214
$7K ﹤0.01%
+155
1215
$7K ﹤0.01%
1,000
1216
$7K ﹤0.01%
47
1217
$7K ﹤0.01%
+150
1218
$7K ﹤0.01%
1,000
1219
$7K ﹤0.01%
+415
1220
$7K ﹤0.01%
113
-30
1221
$7K ﹤0.01%
165
1222
$7K ﹤0.01%
2,025
1223
$7K ﹤0.01%
354
-71
1224
$7K ﹤0.01%
281
+2
1225
$7K ﹤0.01%
300
47 48
49
50 51