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
1201
$9K ﹤0.01%
+1,400
1202
$9K ﹤0.01%
155
1203
$9K ﹤0.01%
251
-542
1204
$9K ﹤0.01%
169
1205
$9K ﹤0.01%
500
-400
1206
$9K ﹤0.01%
+300
1207
$9K ﹤0.01%
740
-800
1208
$9K ﹤0.01%
245
-1,505
1209
$9K ﹤0.01%
525
+200
1210
$9K ﹤0.01%
+100
1211
$9K ﹤0.01%
436
+4
1212
$9K ﹤0.01%
50
1213
$9K ﹤0.01%
140
1214
$9K ﹤0.01%
460
1215
$9K ﹤0.01%
322
1216
$9K ﹤0.01%
+167
1217
$9K ﹤0.01%
119
-2
1218
$9K ﹤0.01%
300
1219
$9K ﹤0.01%
1,150
1220
$9K ﹤0.01%
454
1221
$8K ﹤0.01%
975
1222
$8K ﹤0.01%
371
1223
$8K ﹤0.01%
333
1224
$8K ﹤0.01%
100
1225
$8K ﹤0.01%
640
47 48
49
50 51