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
151
$1.2M 0.15%
7,878
-305
152
$1.2M 0.15%
8,901
+2,168
153
$1.2M 0.15%
6,976
+592
154
$1.19M 0.15%
40,017
+21,808
155
$1.19M 0.15%
61,365
-2,799
156
$1.17M 0.14%
9,561
+503
157
$1.15M 0.14%
3,017
-8,605
158
$1.15M 0.14%
41,268
-15,368
159
$1.14M 0.14%
31,307
+28,166
160
$1.13M 0.14%
60,399
-2,082
161
$1.11M 0.14%
60,381
-1,140
162
$1.1M 0.13%
19,364
-3,760
163
$1.09M 0.13%
49,349
+19,200
164
$1.09M 0.13%
9,946
+78
165
$1.09M 0.13%
50,376
-1,800
166
$1.08M 0.13%
13,169
+683
167
$1.07M 0.13%
22,698
+2,227
168
$1.06M 0.13%
28,015
-8,195
169
$1.06M 0.13%
9,451
+4,512
170
$1.03M 0.13%
81,711
+216
171
$1.03M 0.13%
5,218
172
$1.03M 0.13%
39,690
-4,258
173
$1M 0.12%
9,465
+920
174
$1M 0.12%
8,101
+28
175
$998K 0.12%
12,364
+153
5 6
7
8 9