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
1476
$1K ﹤0.01%
+25
1477
$1K ﹤0.01%
46
-2,154
1478
$1K ﹤0.01%
+95
1479
$1K ﹤0.01%
+20
1480
$1K ﹤0.01%
+11
1481
$1K ﹤0.01%
100
1482
$1K ﹤0.01%
38
1483
$1K ﹤0.01%
50
1484
$1K ﹤0.01%
9
1485
$1K ﹤0.01%
44
1486
$1K ﹤0.01%
+6
1487
$1K ﹤0.01%
+130
1488
$1K ﹤0.01%
+18
1489
$1K ﹤0.01%
+14
1490
$1K ﹤0.01%
15
1491
$1K ﹤0.01%
43
1492
$1K ﹤0.01%
+7
1493
$1K ﹤0.01%
18
1494
$1K ﹤0.01%
20
1495
$1K ﹤0.01%
22
1496
$1K ﹤0.01%
200
1497
$1K ﹤0.01%
+21
1498
$1K ﹤0.01%
200
1499
$1K ﹤0.01%
88
1500
$1K ﹤0.01%
44