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
101
$1.7M 0.21%
14,527
+1,783
102
$1.66M 0.21%
35,839
-406
103
$1.61M 0.2%
26,287
-3,587
104
$1.54M 0.19%
25,924
-2,745
105
$1.53M 0.19%
25,450
+264
106
$1.52M 0.19%
55,836
-22,762
107
$1.52M 0.19%
20,679
+1,134
108
$1.51M 0.19%
79,000
+18,217
109
$1.51M 0.19%
38,218
-1,482
110
$1.49M 0.19%
48,474
+12,825
111
$1.49M 0.19%
47,898
+3,515
112
$1.48M 0.19%
79,639
-6,676
113
$1.47M 0.19%
8,948
-87
114
$1.46M 0.18%
6,503
+65
115
$1.45M 0.18%
75,054
-9,267
116
$1.45M 0.18%
14,780
-1,939
117
$1.38M 0.17%
8,270
+2,239
118
$1.36M 0.17%
26,124
-1,590
119
$1.35M 0.17%
69,721
-145
120
$1.35M 0.17%
24,091
+19,119
121
$1.35M 0.17%
6,293
+150
122
$1.34M 0.17%
16,230
-73
123
$1.33M 0.17%
+27,509
124
$1.33M 0.17%
8,158
-577
125
$1.31M 0.16%
8,055
+208
3 4
5
6 7