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
126
$1.43M 0.18%
40,013
-570
127
$1.42M 0.17%
8,515
-527
128
$1.41M 0.17%
51,422
+1,646
129
$1.4M 0.17%
10,087
-930
130
$1.37M 0.17%
18,600
+3,106
131
$1.37M 0.17%
7,140
+809
132
$1.36M 0.17%
15,280
+2,530
133
$1.35M 0.16%
17,442
+724
134
$1.33M 0.16%
15,583
-120
135
$1.33M 0.16%
7,985
-1,683
136
$1.33M 0.16%
35,943
+563
137
$1.33M 0.16%
18,623
+13,011
138
$1.33M 0.16%
53,986
+255
139
$1.32M 0.16%
22,316
-599
140
$1.32M 0.16%
29,729
-6,452
141
$1.29M 0.16%
7,713
-192
142
$1.29M 0.16%
39,594
+1,956
143
$1.27M 0.16%
7,081
-1,591
144
$1.27M 0.16%
12,777
-291
145
$1.27M 0.15%
41,851
-5,385
146
$1.26M 0.15%
21,628
+19,936
147
$1.25M 0.15%
65,818
-51,368
148
$1.24M 0.15%
15,307
+1,680
149
$1.24M 0.15%
8,652
+608
150
$1.23M 0.15%
7,943
-230
4 5
6
7 8