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
101
$1.56M 0.22%
44,786
-8,046
102
$1.56M 0.22%
23,541
+73
103
$1.53M 0.21%
56,636
+800
104
$1.52M 0.21%
41,055
+16,124
105
$1.49M 0.21%
8,386
+116
106
$1.48M 0.2%
55,930
+7,456
107
$1.47M 0.2%
31,882
-3,747
108
$1.46M 0.2%
88,668
-29,931
109
$1.43M 0.2%
56,649
-16,159
110
$1.42M 0.2%
9,668
-279
111
$1.41M 0.2%
32,586
-66
112
$1.41M 0.2%
36,181
+15,937
113
$1.41M 0.2%
+22,026
114
$1.38M 0.19%
29,391
+3,962
115
$1.37M 0.19%
12,890
+9,424
116
$1.35M 0.19%
12,417
+2,932
117
$1.34M 0.18%
8,672
-1,220
118
$1.32M 0.18%
49,776
+9,398
119
$1.32M 0.18%
38,628
+6,565
120
$1.29M 0.18%
6,328
+35
121
$1.28M 0.18%
11,017
+4,638
122
$1.28M 0.18%
40,583
+16,402
123
$1.28M 0.18%
13,096
+2,055
124
$1.28M 0.18%
47,236
-662
125
$1.25M 0.17%
22,915
-3,372
3 4
5
6 7