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
$724M
AUM Growth
-$71.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,672
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$6.12M
3
+$4.79M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.89M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.7M

Top Sells

1
+$7.52M
2
+$6.67M
3
+$5.15M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.86M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.22M

Sector Composition

1 Healthcare 6.58%
2 Industrials 6.02%
3 Technology 5.22%
4 Financials 4.02%
5 Consumer Discretionary 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1576
– –
-24
1577
– –
-331
1578
– –
0
1579
$0 ﹤0.01%
+14
1580
$0 ﹤0.01%
40
1581
$0 ﹤0.01%
5
-380
1582
– –
-60
1583
$0 ﹤0.01%
+223
1584
– –
-16
1585
– –
-41
1586
– –
-7
1587
– –
-90
1588
– –
0
1589
– –
-625
1590
– –
-39
1591
– –
-18
1592
$0 ﹤0.01%
5
1593
– –
-1,315
1594
$0 ﹤0.01%
+9
1595
– –
-465
1596
– –
-326
1597
– –
-496
1598
– –
-292
1599
– –
-61
1600
– –
-92
62 63
64
65 66