AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
1626
-154
1627
-512
1628
$0 ﹤0.01%
200
1629
-33
1630
-132
1631
-400
1632
-25
1633
-634
1634
-47
1635
-18
1636
-407
1637
-12
1638
$0 ﹤0.01%
5
1639
-1,500
1640
-900
1641
-19
1642
$0 ﹤0.01%
1
1643
-48
1644
-4,067
1645
-79
1646
-10
1647
$0 ﹤0.01%
32
1648
-42
1649
-19
1650
$0 ﹤0.01%
1