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
1351
$3K ﹤0.01%
98
1352
$3K ﹤0.01%
25
1353
$3K ﹤0.01%
360
1354
$2K ﹤0.01%
69
1355
$2K ﹤0.01%
73
1356
$2K ﹤0.01%
88
1357
$2K ﹤0.01%
92
1358
$2K ﹤0.01%
700
1359
$2K ﹤0.01%
66
-31
1360
$2K ﹤0.01%
+71
1361
$2K ﹤0.01%
33
+23
1362
$2K ﹤0.01%
17
-36
1363
$2K ﹤0.01%
90
-70
1364
$2K ﹤0.01%
58
-27
1365
$2K ﹤0.01%
+55
1366
$2K ﹤0.01%
38
1367
$2K ﹤0.01%
+54
1368
$2K ﹤0.01%
2
1369
$2K ﹤0.01%
88
1370
$2K ﹤0.01%
+4
1371
$2K ﹤0.01%
27
-13
1372
$2K ﹤0.01%
176
1373
$2K ﹤0.01%
355
1374
$2K ﹤0.01%
105
1375
$2K ﹤0.01%
47
53 54
55
56 57