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
1551
$1K ﹤0.01%
+800
1552
$1K ﹤0.01%
+68
1553
$1K ﹤0.01%
7
1554
$1K ﹤0.01%
55
1555
$1K ﹤0.01%
+96
1556
$1K ﹤0.01%
19
1557
$1K ﹤0.01%
+161
1558
$1K ﹤0.01%
1
1559
$1K ﹤0.01%
819
1560
$1K ﹤0.01%
+16
1561
$1K ﹤0.01%
250
1562
$1K ﹤0.01%
+32
1563
$1K ﹤0.01%
+59
1564
$1K ﹤0.01%
48
-54
1565
$1K ﹤0.01%
42
-22
1566
$1K ﹤0.01%
20
1567
$1K ﹤0.01%
15
1568
$1K ﹤0.01%
400
1569
$1K ﹤0.01%
+500
1570
$1K ﹤0.01%
+25
1571
– –
-78
1572
– –
-25
1573
$0 ﹤0.01%
+6
1574
– –
-36
1575
– –
-1,200
61 62
63
64 65