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
$796M
AUM Growth
+$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,724
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$7.57M
3
+$4.58M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.78M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.72M

Top Sells

1
+$7.35M
2
+$6.01M
3
+$5.95M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.7M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.82M

Sector Composition

1 Healthcare 6.79%
2 Industrials 5.85%
3 Technology 5.77%
4 Financials 4.08%
5 Consumer Staples 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
$1K ﹤0.01%
11
1427
$1K ﹤0.01%
80
1428
$1K ﹤0.01%
31
-24
1429
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17
1430
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6
1431
$1K ﹤0.01%
9
1432
– –
0
1433
$1K ﹤0.01%
+11
1434
$1K ﹤0.01%
2,324
1435
$1K ﹤0.01%
276
1436
$1K ﹤0.01%
100
1437
$1K ﹤0.01%
36
-2,357
1438
$1K ﹤0.01%
249
1439
$1K ﹤0.01%
138
1440
$1K ﹤0.01%
16
-12
1441
$1K ﹤0.01%
202
1442
$1K ﹤0.01%
1
1443
$1K ﹤0.01%
300
1444
$1K ﹤0.01%
40
1445
$1K ﹤0.01%
85
1446
$1K ﹤0.01%
115
1447
$1K ﹤0.01%
142
1448
$1K ﹤0.01%
15
1449
$1K ﹤0.01%
400
1450
– –
-97,557
56 57
58
59 60