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
176
$859K 0.12%
72,500
-10,200
177
$856K 0.12%
36,401
-602
178
$838K 0.12%
35,106
-4,150
179
$830K 0.11%
31,400
-4,783
180
$830K 0.11%
21,796
+5,567
181
$825K 0.11%
15,704
+6,352
182
$824K 0.11%
22,433
+214
183
$820K 0.11%
12,815
+12,691
184
$818K 0.11%
5,218
185
$809K 0.11%
36,900
-2,200
186
$808K 0.11%
8,545
+423
187
$796K 0.11%
13,370
+2
188
$784K 0.11%
+5,022
189
$753K 0.1%
5,447
+316
190
$748K 0.1%
12,363
+1,609
191
$748K 0.1%
28,372
+4,350
192
$746K 0.1%
14,119
+65
193
$732K 0.1%
6,733
+1,180
194
$731K 0.1%
14,120
+100
195
$727K 0.1%
43,186
-2,100
196
$727K 0.1%
30,527
-420
197
$721K 0.1%
14,233
-724
198
$709K 0.1%
9,507
-1,456
199
$695K 0.1%
15,388
-3,736
200
$694K 0.1%
15,976
6 7
8
9 10