We are live on ! Find out more
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
1676
– –
-13
1677
– –
-2,475
1678
– –
-90
1679
– –
-634
1680
– –
-47
1681
– –
-18
1682
– –
-407
1683
– –
-12
1684
– –
-200
1685
– –
-10
1686
$0 ﹤0.01%
5
1687
– –
-1,500
1688
– –
-900
1689
$0 ﹤0.01%
10
-121
1690
– –
-30
1691
$0 ﹤0.01%
+2
1692
– –
-15
1693
– –
0
1694
– –
-1
1695
– –
-125
1696
– –
-8
1697
$0 ﹤0.01%
1
1698
– –
-48
1699
– –
-4,067
1700
– –
-79
65 66 67
68
69