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
$818M
AUM Growth
+$94.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,734
New
Increased
Reduced
Closed

Top Buys

1 +$8.32M
2 +$4.89M
3 +$3.14M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$3.07M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$2.52M

Top Sells

1 +$7.13M
2 +$3.97M
3 +$3.84M
4
BA icon
Boeing
BA
+$3.31M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.26M

Sector Composition

1 Healthcare 6.48%
2 Industrials 6.23%
3 Technology 5.99%
4 Financials 4.33%
5 Consumer Discretionary 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1351
$4K ﹤0.01%
100
1352
$4K ﹤0.01%
400
-700
1353
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1354
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201
-201
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54
+1
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1359
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+150
1360
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1,300
+1,000
1361
$3K ﹤0.01%
57
+15
1362
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737
1363
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71
+40
1364
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500
1365
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1366
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3
1367
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1368
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60
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+9
1370
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470
1371
$3K ﹤0.01%
111
1372
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96
1373
$3K ﹤0.01%
100
1374
$3K ﹤0.01%
1
1375
$3K ﹤0.01%
1,000