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
201
$685K 0.09%
8,119
-271
202
$685K 0.09%
10,635
-401
203
$681K 0.09%
10,455
+5,870
204
$671K 0.09%
25,975
-1,463
205
$671K 0.09%
40,000
206
$669K 0.09%
14,013
+506
207
$648K 0.09%
24,220
+890
208
$647K 0.09%
8,393
-46
209
$638K 0.09%
32,300
-800
210
$638K 0.09%
7,406
+624
211
$635K 0.09%
6,999
-200
212
$634K 0.09%
8,255
+7,930
213
$626K 0.09%
2,145
+220
214
$622K 0.09%
42,480
-6,535
215
$622K 0.09%
46,380
-2,300
216
$617K 0.09%
11,465
+4,657
217
$615K 0.09%
4,340
-2
218
$610K 0.08%
30,149
-1,100
219
$606K 0.08%
5,556
+680
220
$596K 0.08%
1,518
+300
221
$595K 0.08%
22,092
-1,850
222
$593K 0.08%
6,052
-36
223
$592K 0.08%
12,191
-4,834
224
$581K 0.08%
17,268
-3,208
225
$579K 0.08%
11,485
+552
7 8
9
10 11