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
1326
$2K ﹤0.01%
+111
1327
$2K ﹤0.01%
+334
1328
$2K ﹤0.01%
101
1329
$2K ﹤0.01%
+231
1330
$2K ﹤0.01%
1,000
1331
$2K ﹤0.01%
27
1332
$2K ﹤0.01%
355
1333
$2K ﹤0.01%
86
-363
1334
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106
+1
1335
$2K ﹤0.01%
200
1336
$2K ﹤0.01%
47
1337
$2K ﹤0.01%
26
1338
$2K ﹤0.01%
30
-578
1339
$2K ﹤0.01%
100
1340
$2K ﹤0.01%
153
1341
$2K ﹤0.01%
74
1342
$2K ﹤0.01%
9
1343
$2K ﹤0.01%
73
1344
$2K ﹤0.01%
127
+72
1345
$2K ﹤0.01%
+29
1346
$2K ﹤0.01%
+100
1347
$2K ﹤0.01%
72
-312
1348
$2K ﹤0.01%
34
-25
1349
$2K ﹤0.01%
92
1350
$2K ﹤0.01%
700
52 53
54
55 56