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
1226
$8K ﹤0.01%
+300
1227
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681
1228
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650
1229
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500
1230
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1231
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98
1232
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103
1233
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+800
1234
$8K ﹤0.01%
100
1235
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365
1236
$8K ﹤0.01%
479
+13
1237
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1238
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176
+1
1239
$8K ﹤0.01%
408
1240
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+311
1241
$8K ﹤0.01%
53
1242
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1243
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1244
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63
1245
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318
-630
1246
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63
1247
$8K ﹤0.01%
+300
1248
$8K ﹤0.01%
272
1249
$7K ﹤0.01%
150
1250
$7K ﹤0.01%
100