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
$796M
AUM Growth
+$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,724
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$7.57M
3
+$4.58M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.78M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.72M

Top Sells

1
+$7.35M
2
+$6.01M
3
+$5.95M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.7M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.82M

Sector Composition

1 Healthcare 6.79%
2 Industrials 5.85%
3 Technology 5.77%
4 Financials 4.08%
5 Consumer Staples 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$5K ﹤0.01%
+126
1277
$5K ﹤0.01%
433
1278
$5K ﹤0.01%
143
+1
1279
$5K ﹤0.01%
50
1280
$5K ﹤0.01%
+121
1281
$5K ﹤0.01%
99
-119
1282
$5K ﹤0.01%
221
+172
1283
$5K ﹤0.01%
187
-314
1284
$5K ﹤0.01%
296
1285
$5K ﹤0.01%
200
1286
$5K ﹤0.01%
7
1287
$5K ﹤0.01%
357
1288
$5K ﹤0.01%
54
-66
1289
$5K ﹤0.01%
100
-29
1290
$5K ﹤0.01%
500
1291
$5K ﹤0.01%
+105
1292
$5K ﹤0.01%
739
-411
1293
$5K ﹤0.01%
2,000
1294
$5K ﹤0.01%
+125
1295
$4K ﹤0.01%
65
1296
$4K ﹤0.01%
26
-32
1297
$4K ﹤0.01%
50
-6
1298
$4K ﹤0.01%
2
-3
1299
$4K ﹤0.01%
200
1300
$4K ﹤0.01%
80
50 51
52
53 54