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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
$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
1601
– –
-38
1602
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-2,700
1603
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1604
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-13
1605
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0
1606
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-40
1607
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1608
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-33
1609
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1610
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-400
1611
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-25
1612
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-40
1613
– –
-2,007
1614
– –
-2,340
1615
– –
-52
1616
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-16
1617
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-11
1618
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-30
1619
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1620
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1621
$0 ﹤0.01%
26
-4
1622
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-910
1623
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-23
1624
– –
-551
1625
– –
-226
63 64
65
66 67