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
$724M
AUM Growth
-$71.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,672
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$6.12M
3
+$4.79M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.89M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.7M

Top Sells

1
+$7.52M
2
+$6.67M
3
+$5.15M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.86M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.22M

Sector Composition

1 Healthcare 6.58%
2 Industrials 6.02%
3 Technology 5.22%
4 Financials 4.02%
5 Consumer Discretionary 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.06M 0.15%
33,355
+1,838
152
$1.05M 0.15%
8,266
+1,702
153
$1.05M 0.15%
21,069
+16,024
154
$1.05M 0.15%
35,380
+1,983
155
$1.05M 0.14%
34,726
+3,919
156
$1.03M 0.14%
12,750
+6,132
157
$1.02M 0.14%
15,494
+7,548
158
$1.02M 0.14%
8,044
-103
159
$1.01M 0.14%
4,409
+3,286
160
$1M 0.14%
52,176
-2,650
161
$1M 0.14%
9,058
+1,449
162
$984K 0.14%
43,948
-7,036
163
$983K 0.14%
61,521
-13,533
164
$964K 0.13%
37,945
+4,419
165
$952K 0.13%
12,486
-97
166
$952K 0.13%
6,384
+865
167
$934K 0.13%
21,092
-3,501
168
$924K 0.13%
12,211
+191
169
$923K 0.13%
81,495
+474
170
$920K 0.13%
8,073
-19
171
$913K 0.13%
13,627
+306
172
$911K 0.13%
9,868
+525
173
$910K 0.13%
12,035
+99
174
$877K 0.12%
+16,484
175
$865K 0.12%
20,471
+7,874
5 6
7
8 9