AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
+$7.82M
2
+$7.6M
3
+$4.59M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.77M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.69M

Top Sells

1
+$7.3M
2
+$6.01M
3
+$5.96M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.65M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.74M

Sector Composition

1 Healthcare 6.79%
2 Industrials 5.85%
3 Technology 5.77%
4 Financials 4.21%
5 Consumer Staples 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
$3K ﹤0.01%
97
1327
$3K ﹤0.01%
91
1328
$3K ﹤0.01%
250
1329
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295
1330
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100
1331
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101
1332
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+115
1333
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1,000
-500
1334
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80
-22
1335
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132
1336
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200
1337
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25
1338
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153
1339
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59
-8
1340
$3K ﹤0.01%
20
-2,297
1341
$3K ﹤0.01%
569
-1,217
1342
$3K ﹤0.01%
39
+24
1343
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65
1344
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+115
1345
$3K ﹤0.01%
737
1346
$3K ﹤0.01%
313
+10
1347
$3K ﹤0.01%
500
1348
$3K ﹤0.01%
38
-133
1349
$3K ﹤0.01%
21
1350
$3K ﹤0.01%
300
52 53
54
55 56