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AF

Advisornet Financial Portfolio holdings

AUM $1.93B
1-Year Est. Return 18.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.58%
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 +$8.32M
2 +$4.89M
3 +$3.14M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$3.07M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$2.52M

Top Sells

1 +$7.13M
2 +$3.97M
3 +$3.84M
4
BA icon
Boeing
BA
+$3.31M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.26M

Sector Composition

1 Healthcare 6.48%
2 Industrials 6.23%
3 Technology 5.99%
4 Financials 4.33%
5 Consumer Discretionary 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1526
$1K ﹤0.01%
+25
1527
$1K ﹤0.01%
20
1528
$1K ﹤0.01%
11
1529
$1K ﹤0.01%
38
1530
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2
1531
$1K ﹤0.01%
300
1532
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+36
1533
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+800
1534
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+68
1535
$1K ﹤0.01%
7
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$1K ﹤0.01%
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1537
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1538
$1K ﹤0.01%
19
1539
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1
1540
$1K ﹤0.01%
819
1541
$1K ﹤0.01%
+16
1542
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1543
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1544
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48
-54
1545
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115
1546
$1K ﹤0.01%
42
-22
1547
$1K ﹤0.01%
15
1548
$1K ﹤0.01%
400
1549
$1K ﹤0.01%
+500
1550
$1K ﹤0.01%
+25