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
1576
– –
-1,825
1577
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-1,000
1578
$0 ﹤0.01%
105
1579
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-1,000
1580
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-1,200
1581
– –
-300
1582
$0 ﹤0.01%
77
1583
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16
1584
$0 ﹤0.01%
351
1585
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-202
1586
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-100
1587
$0 ﹤0.01%
40
1588
$0 ﹤0.01%
12
1589
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-100
1590
$0 ﹤0.01%
11
1591
$0 ﹤0.01%
+10
1592
– –
-35,003
1593
– –
-1,000
1594
– –
-125
1595
– –
-400
1596
– –
-6,416
1597
– –
-26
1598
$0 ﹤0.01%
6
1599
– –
-1,575
1600
– –
-8,452
62 63
64
65 66