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
1451
$2K ﹤0.01%
300
1452
$2K ﹤0.01%
+200
1453
$2K ﹤0.01%
235
1454
$2K ﹤0.01%
97
1455
$2K ﹤0.01%
91
1456
$2K ﹤0.01%
20
+15
1457
$2K ﹤0.01%
+50
1458
$1K ﹤0.01%
+18
1459
$1K ﹤0.01%
+23
1460
$1K ﹤0.01%
115
1461
$1K ﹤0.01%
+63
1462
$1K ﹤0.01%
+11
1463
$1K ﹤0.01%
9
1464
$1K ﹤0.01%
+50
1465
$1K ﹤0.01%
22
1466
$1K ﹤0.01%
10
1467
$1K ﹤0.01%
38
1468
$1K ﹤0.01%
55
1469
$1K ﹤0.01%
+1,500
1470
$1K ﹤0.01%
+49
1471
$1K ﹤0.01%
82
1472
$1K ﹤0.01%
200
1473
$1K ﹤0.01%
54
1474
$1K ﹤0.01%
28
1475
$1K ﹤0.01%
+78
57 58
59
60 61