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
1251
$5K ﹤0.01%
2,000
1252
$5K ﹤0.01%
125
1253
$5K ﹤0.01%
208
1254
$5K ﹤0.01%
+336
1255
$5K ﹤0.01%
+300
1256
$4K ﹤0.01%
21
1257
$4K ﹤0.01%
26
1258
$4K ﹤0.01%
89
-401
1259
$4K ﹤0.01%
178
1260
$4K ﹤0.01%
150
1261
$4K ﹤0.01%
678
-376
1262
$4K ﹤0.01%
23
1263
$4K ﹤0.01%
193
1264
$4K ﹤0.01%
99
1265
$4K ﹤0.01%
106
1266
$4K ﹤0.01%
100
1267
$4K ﹤0.01%
99
1268
$4K ﹤0.01%
100
1269
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145
+2
1270
$4K ﹤0.01%
50
1271
$4K ﹤0.01%
121
1272
$4K ﹤0.01%
500
-700
1273
$4K ﹤0.01%
+84
1274
$4K ﹤0.01%
200
1275
$4K ﹤0.01%
275
-1,000
49 50
51
52 53