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
1376
$3K ﹤0.01%
200
1377
$3K ﹤0.01%
100
1378
$3K ﹤0.01%
14
+5
1379
$3K ﹤0.01%
+250
1380
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92
1381
$3K ﹤0.01%
314
1382
$3K ﹤0.01%
57
+18
1383
$3K ﹤0.01%
1,074
-900
1384
$3K ﹤0.01%
86
1385
$3K ﹤0.01%
+60
1386
$3K ﹤0.01%
+430
1387
$3K ﹤0.01%
100
1388
$3K ﹤0.01%
+200
1389
$3K ﹤0.01%
357
1390
$3K ﹤0.01%
65
1391
$3K ﹤0.01%
57
+15
1392
$3K ﹤0.01%
737
1393
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71
+40
1394
$3K ﹤0.01%
500
1395
$3K ﹤0.01%
+200
1396
$3K ﹤0.01%
3
1397
$3K ﹤0.01%
105
1398
$3K ﹤0.01%
60
1399
$3K ﹤0.01%
+9
1400
$3K ﹤0.01%
1,000