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
1426
$2K ﹤0.01%
700
1427
$2K ﹤0.01%
+17
1428
$2K ﹤0.01%
19
1429
$2K ﹤0.01%
+34
1430
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21
1431
$2K ﹤0.01%
382
+13
1432
$2K ﹤0.01%
66
1433
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57
1434
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38
1435
$2K ﹤0.01%
+340
1436
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33
1437
$2K ﹤0.01%
17
1438
$2K ﹤0.01%
+40
1439
$2K ﹤0.01%
+113
1440
$2K ﹤0.01%
203
1441
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45
-250
1442
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103
-391
1443
$2K ﹤0.01%
31
1444
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27
1445
$2K ﹤0.01%
+100
1446
$2K ﹤0.01%
515
1447
$2K ﹤0.01%
159
1448
$2K ﹤0.01%
75
1449
$2K ﹤0.01%
55
1450
$2K ﹤0.01%
15
56 57
58
59 60