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
1401
$3K ﹤0.01%
35
1402
$2K ﹤0.01%
+12
1403
$2K ﹤0.01%
+200
1404
$2K ﹤0.01%
5,000
1405
$2K ﹤0.01%
+100
1406
$2K ﹤0.01%
112
1407
$2K ﹤0.01%
+97
1408
$2K ﹤0.01%
27
1409
$2K ﹤0.01%
176
1410
$2K ﹤0.01%
355
1411
$2K ﹤0.01%
86
1412
$2K ﹤0.01%
+42
1413
$2K ﹤0.01%
106
1414
$2K ﹤0.01%
47
1415
$2K ﹤0.01%
26
1416
$2K ﹤0.01%
30
1417
$2K ﹤0.01%
27
+15
1418
$2K ﹤0.01%
100
1419
$2K ﹤0.01%
153
1420
$2K ﹤0.01%
5
1421
$2K ﹤0.01%
74
1422
$2K ﹤0.01%
+50
1423
$2K ﹤0.01%
73
1424
$2K ﹤0.01%
127
1425
$2K ﹤0.01%
29
55 56
57
58 59