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
$724M
AUM Growth
-$71.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,672
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$6.12M
3
+$4.79M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.89M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.7M

Top Sells

1
+$7.52M
2
+$6.67M
3
+$5.15M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.86M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.22M

Sector Composition

1 Healthcare 6.58%
2 Industrials 6.02%
3 Technology 5.22%
4 Financials 4.02%
5 Consumer Discretionary 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.24M 0.17%
42,582
-14,289
127
$1.23M 0.17%
25,712
+10,920
128
$1.23M 0.17%
16,713
+483
129
$1.23M 0.17%
53,731
+6,030
130
$1.23M 0.17%
15,703
+680
131
$1.21M 0.17%
25,474
-2,035
132
$1.21M 0.17%
31,119
+614
133
$1.2M 0.17%
36,210
-21,940
134
$1.19M 0.17%
17,264
+6,930
135
$1.19M 0.16%
9,042
+2,088
136
$1.18M 0.16%
48,519
+1,789
137
$1.17M 0.16%
13,068
-1,712
138
$1.17M 0.16%
37,638
+1,875
139
$1.16M 0.16%
16,718
+2,632
140
$1.14M 0.16%
22,752
+8,607
141
$1.14M 0.16%
64,164
-5,557
142
$1.12M 0.16%
24,619
-1,505
143
$1.12M 0.15%
23,124
-2,800
144
$1.12M 0.15%
9,353
-3,070
145
$1.1M 0.15%
62,481
-17,158
146
$1.1M 0.15%
8,173
+26
147
$1.09M 0.15%
7,905
-150
148
$1.09M 0.15%
6,331
+2,269
149
$1.09M 0.15%
24,209
-672
150
$1.08M 0.15%
8,183
+25
4 5
6
7 8