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
1676
– –
-5
1677
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-275
1678
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1679
$0 ﹤0.01%
1
1680
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-500
1681
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1682
$0 ﹤0.01%
60
-200
1683
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-4,272
1684
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-300
1685
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-80
1686
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0
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1689
$0 ﹤0.01%
13
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1690
$0 ﹤0.01%
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1691
$0 ﹤0.01%
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1692
$0 ﹤0.01%
+10
1693
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-750
1694
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1695
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-2,300
1696
$0 ﹤0.01%
+15
1697
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11
1698
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0
1699
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0
1700
$0 ﹤0.01%
11
-700
66 67
68
69 70