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
1226
$5K ﹤0.01%
101
1227
$5K ﹤0.01%
197
1228
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398
1229
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126
1230
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107
-52
1231
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550
-750
1232
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206
-6,896
1233
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113
1234
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136
1235
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99
1236
$5K ﹤0.01%
90
1237
$5K ﹤0.01%
+120
1238
$5K ﹤0.01%
91
-598
1239
$5K ﹤0.01%
408
1240
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76
1241
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325
1242
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1243
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100
1244
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1245
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460
1246
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66
1247
$5K ﹤0.01%
50
-75
1248
$5K ﹤0.01%
235
-100
1249
$5K ﹤0.01%
500
-7,400
1250
$5K ﹤0.01%
105
48 49
50
51 52