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

Top Buys

1
+$8.35M
2
+$4.97M
3
+$3.22M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$3.17M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$2.62M

Top Sells

1
+$7.33M
2
+$4.04M
3
+$3.95M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.43M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$3.37M

Sector Composition

1 Healthcare 6.48%
2 Industrials 6.23%
3 Technology 5.99%
4 Financials 4.21%
5 Consumer Discretionary 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$4K ﹤0.01%
99
1352
$4K ﹤0.01%
400
-700
1353
$4K ﹤0.01%
+50
1354
$4K ﹤0.01%
201
-201
1355
$4K ﹤0.01%
54
+1
1356
$4K ﹤0.01%
214
+73
1357
$4K ﹤0.01%
500
1358
$4K ﹤0.01%
60
1359
$4K ﹤0.01%
+150
1360
$4K ﹤0.01%
1,300
+1,000
1361
$3K ﹤0.01%
+100
1362
$3K ﹤0.01%
19
1363
$3K ﹤0.01%
+100
1364
$3K ﹤0.01%
+100
1365
$3K ﹤0.01%
400
+100
1366
$3K ﹤0.01%
62
1367
$3K ﹤0.01%
470
1368
$3K ﹤0.01%
111
1369
$3K ﹤0.01%
96
1370
$3K ﹤0.01%
100
1371
$3K ﹤0.01%
23
1372
$3K ﹤0.01%
1,000
1373
$3K ﹤0.01%
206
1374
$3K ﹤0.01%
80
1375
$3K ﹤0.01%
132
53 54
55
56 57