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
176
$991K 0.12%
66,350
-6,150
177
$990K 0.12%
23,027
+594
178
$990K 0.12%
6,160
+713
179
$982K 0.12%
12,020
-15
180
$978K 0.12%
14,280
+7,572
181
$978K 0.12%
6,854
-2,499
182
$968K 0.12%
16,674
+970
183
$963K 0.12%
16,420
+2,300
184
$957K 0.12%
10,255
+2,136
185
$957K 0.12%
36,401
186
$948K 0.12%
20,305
+19,838
187
$939K 0.11%
18,743
-6,731
188
$930K 0.11%
11,541
+7,570
189
$929K 0.11%
5,122
+2,248
190
$919K 0.11%
9,162
+6,989
191
$916K 0.11%
13,371
+1
192
$903K 0.11%
36,106
+1,000
193
$888K 0.11%
5,046
+24
194
$879K 0.11%
35,029
-49,568
195
$870K 0.11%
14,566
+6,542
196
$837K 0.1%
10,435
-20
197
$813K 0.1%
32,193
+30,704
198
$809K 0.1%
28,876
-2,524
199
$804K 0.1%
3,417
+1,876
200
$803K 0.1%
46,380
6 7
8
9 10