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
1651
– –
0
1652
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-27
1653
$0 ﹤0.01%
13
-31
1654
$0 ﹤0.01%
+5
1655
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6
1656
$0 ﹤0.01%
+10
1657
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-750
1658
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1659
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-2,300
1660
$0 ﹤0.01%
+15
1661
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11
1662
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1663
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1664
$0 ﹤0.01%
11
-700
1665
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-2,109
1666
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-1,000
1667
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0
1668
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-4
1669
$0 ﹤0.01%
5
1670
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-300
1671
$0 ﹤0.01%
9
1672
$0 ﹤0.01%
12
1673
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-48
1674
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0
1675
– –
-525
65 66
67
68 69