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
1501
$1K ﹤0.01%
5
1502
$1K ﹤0.01%
+44
1503
$1K ﹤0.01%
450
1504
$1K ﹤0.01%
8
1505
$1K ﹤0.01%
15
1506
$1K ﹤0.01%
+60
1507
$1K ﹤0.01%
47
1508
$1K ﹤0.01%
+37
1509
$1K ﹤0.01%
9
1510
$1K ﹤0.01%
+19
1511
$1K ﹤0.01%
+54
1512
$1K ﹤0.01%
15
1513
$1K ﹤0.01%
+34
1514
$1K ﹤0.01%
+50
1515
$1K ﹤0.01%
+35
1516
$1K ﹤0.01%
5
-188
1517
$1K ﹤0.01%
1,000
1518
$1K ﹤0.01%
+18
1519
$1K ﹤0.01%
51
1520
$1K ﹤0.01%
17
1521
$1K ﹤0.01%
+90
1522
$1K ﹤0.01%
30
1523
$1K ﹤0.01%
+35
1524
$1K ﹤0.01%
209
1525
$1K ﹤0.01%
30
59 60
61
62 63