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
1301
$6K ﹤0.01%
306
-821
1302
$6K ﹤0.01%
+200
1303
$5K ﹤0.01%
381
1304
$5K ﹤0.01%
117
1305
$5K ﹤0.01%
4
1306
$5K ﹤0.01%
178
1307
$5K ﹤0.01%
193
1308
$5K ﹤0.01%
1,470
1309
$5K ﹤0.01%
95
-5
1310
$5K ﹤0.01%
+300
1311
$5K ﹤0.01%
+250
1312
$5K ﹤0.01%
100
1313
$5K ﹤0.01%
101
1314
$5K ﹤0.01%
+500
1315
$5K ﹤0.01%
197
1316
$5K ﹤0.01%
398
1317
$5K ﹤0.01%
107
1318
$5K ﹤0.01%
+250
1319
$5K ﹤0.01%
+400
1320
$5K ﹤0.01%
146
+1
1321
$5K ﹤0.01%
100
-150
1322
$5K ﹤0.01%
50
1323
$5K ﹤0.01%
500
1324
$5K ﹤0.01%
99
1325
$5K ﹤0.01%
84
51 52
53
54 55