We are live on ! Find out more
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
$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
1551
– –
-90
1552
– –
-1,040
1553
– –
-28
1554
– –
-36
1555
– –
-29
1556
$0 ﹤0.01%
6
1557
– –
-31
1558
– –
-15,000
1559
– –
-733
1560
– –
-3,250
1561
– –
-1,224
1562
– –
-1,200
1563
– –
-516
1564
$0 ﹤0.01%
6
+2
1565
– –
-670
1566
– –
-97,557
1567
– –
-1,000
1568
– –
-17
1569
– –
-10
1570
– –
-1,110
1571
– –
-1,590
1572
– –
-675
1573
– –
-12
1574
$0 ﹤0.01%
10
1575
– –
-18
61 62
63
64 65