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
1301
$3K ﹤0.01%
132
1302
$3K ﹤0.01%
150
1303
$3K ﹤0.01%
253
-184
1304
$3K ﹤0.01%
100
1305
$3K ﹤0.01%
+1,000
1306
$3K ﹤0.01%
100
1307
$3K ﹤0.01%
59
1308
$3K ﹤0.01%
171
+161
1309
$3K ﹤0.01%
+314
1310
$3K ﹤0.01%
100
1311
$3K ﹤0.01%
65
1312
$3K ﹤0.01%
737
1313
$3K ﹤0.01%
500
1314
$3K ﹤0.01%
53
-5,136
1315
$3K ﹤0.01%
48
1316
$3K ﹤0.01%
500
1317
$3K ﹤0.01%
+3
1318
$3K ﹤0.01%
+205
1319
$3K ﹤0.01%
+105
1320
$3K ﹤0.01%
300
1321
$3K ﹤0.01%
98
1322
$3K ﹤0.01%
+1,000
1323
$3K ﹤0.01%
36
1324
$2K ﹤0.01%
+4
1325
$2K ﹤0.01%
+112
51 52
53
54 55