AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$796M
AUM Growth
+$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,724
New
Increased
Reduced
Closed

Top Buys

1 +$7.82M
2 +$7.6M
3 +$4.59M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.77M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.69M

Top Sells

1 +$7.3M
2 +$6.01M
3 +$5.96M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.65M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.74M

Sector Composition

1 Healthcare 6.79%
2 Industrials 5.85%
3 Technology 5.77%
4 Financials 4.21%
5 Consumer Staples 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1501
$0 ﹤0.01%
1
1502
-8
1503
-16
1504
-22
1505
-286
1506
-429
1507
-35
1508
-100
1509
$0 ﹤0.01%
19
1510
-19
1511
-2,007
1512
-7
1513
-561
1514
-20
1515
0
1516
$0 ﹤0.01%
60
1517
-1,465
1518
-2,002
1519
-35
1520
0
1521
-700
1522
-3
1523
-329
1524
-2,340
1525
-9