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
$796M
AUM Growth
+$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,724
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$7.57M
3
+$4.58M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.78M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.72M

Top Sells

1
+$7.35M
2
+$6.01M
3
+$5.95M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.7M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.82M

Sector Composition

1 Healthcare 6.79%
2 Industrials 5.85%
3 Technology 5.77%
4 Financials 4.08%
5 Consumer Staples 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$3K ﹤0.01%
91
1352
$3K ﹤0.01%
250
1353
$3K ﹤0.01%
360
1354
$2K ﹤0.01%
159
1355
$2K ﹤0.01%
69
1356
$2K ﹤0.01%
58
-27
1357
$2K ﹤0.01%
+55
1358
$2K ﹤0.01%
38
1359
$2K ﹤0.01%
+54
1360
$2K ﹤0.01%
2
1361
$2K ﹤0.01%
88
1362
$2K ﹤0.01%
+4
1363
$2K ﹤0.01%
27
-13
1364
$2K ﹤0.01%
176
1365
$2K ﹤0.01%
355
1366
$2K ﹤0.01%
105
1367
$2K ﹤0.01%
47
1368
$2K ﹤0.01%
26
1369
$2K ﹤0.01%
100
-15,140
1370
$2K ﹤0.01%
92
1371
$2K ﹤0.01%
74
1372
$2K ﹤0.01%
9
1373
$2K ﹤0.01%
73
1374
$2K ﹤0.01%
88
1375
$2K ﹤0.01%
92
53 54
55
56 57