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
1376
$2K ﹤0.01%
26
1377
$2K ﹤0.01%
100
-15,140
1378
$2K ﹤0.01%
92
1379
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74
1380
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9
1381
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160
-350
1382
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21
1383
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140
1384
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159
1385
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75
1386
$2K ﹤0.01%
300
1387
$2K ﹤0.01%
103
1388
$2K ﹤0.01%
250
1389
$2K ﹤0.01%
30
-6
1390
$2K ﹤0.01%
49
-82
1391
$1K ﹤0.01%
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1392
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1393
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39
-65
1394
$1K ﹤0.01%
+18
1395
$1K ﹤0.01%
5
1396
$1K ﹤0.01%
205
1397
$1K ﹤0.01%
+200
1398
$1K ﹤0.01%
+21
1399
$1K ﹤0.01%
31
-24
1400
$1K ﹤0.01%
17
54 55
56
57 58