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
1601
$0 ﹤0.01%
5
1602
$0 ﹤0.01%
223
1603
– –
-467
1604
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-1,695
1605
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1606
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-48,519
1607
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-4,000
1608
$0 ﹤0.01%
5
1609
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1610
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-1,000
1611
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1612
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1613
$0 ﹤0.01%
19
1614
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-7,991
1615
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1616
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1617
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1618
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0
1619
$0 ﹤0.01%
5
1620
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-136
1621
$0 ﹤0.01%
2
1622
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0
1623
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-40
1624
$0 ﹤0.01%
1
1625
– –
-8
63 64
65
66 67