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
101
$1.83M 0.22%
37,815
+5,933
102
$1.79M 0.22%
16,104
+11,309
103
$1.78M 0.22%
68,467
-7,720
104
$1.77M 0.22%
32,272
+6,560
105
$1.75M 0.21%
22,320
+5,056
106
$1.75M 0.21%
8,707
+2,379
107
$1.73M 0.21%
23,091
+12,456
108
$1.73M 0.21%
65,324
+65,224
109
$1.72M 0.21%
44,084
-702
110
$1.72M 0.21%
13,965
+1,548
111
$1.67M 0.2%
22,512
-13,967
112
$1.66M 0.2%
91,131
+2,463
113
$1.65M 0.2%
+48,438
114
$1.63M 0.2%
8,585
+199
115
$1.62M 0.2%
44,393
+5,765
116
$1.61M 0.2%
31,934
+2,543
117
$1.58M 0.19%
18,302
-7,175
118
$1.56M 0.19%
17,639
+926
119
$1.55M 0.19%
32,580
-126
120
$1.55M 0.19%
31,022
-1,564
121
$1.55M 0.19%
56,299
-350
122
$1.55M 0.19%
50,687
+15,961
123
$1.54M 0.19%
29,810
+5,601
124
$1.51M 0.18%
29,122
-1,997
125
$1.43M 0.18%
28,490
+5,738
3 4
5
6 7