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
1201
$6K ﹤0.01%
388
1202
$6K ﹤0.01%
50
1203
$6K ﹤0.01%
302
1204
$6K ﹤0.01%
100
1205
$6K ﹤0.01%
7
1206
$6K ﹤0.01%
546
1207
$6K ﹤0.01%
100
+10
1208
$6K ﹤0.01%
165
1209
$6K ﹤0.01%
+250
1210
$6K ﹤0.01%
1,100
1211
$6K ﹤0.01%
53
1212
$6K ﹤0.01%
69
1213
$6K ﹤0.01%
58
1214
$6K ﹤0.01%
172
-85
1215
$6K ﹤0.01%
272
+4
1216
$6K ﹤0.01%
10,615
+265
1217
$6K ﹤0.01%
257
1218
$5K ﹤0.01%
975
1219
$5K ﹤0.01%
164
1220
$5K ﹤0.01%
381
-1,270
1221
$5K ﹤0.01%
45
1222
$5K ﹤0.01%
117
+3
1223
$5K ﹤0.01%
600
+100
1224
$5K ﹤0.01%
147
-110
1225
$5K ﹤0.01%
100
47 48
49
50 51