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
201
$799K 0.1%
25,013
-8,342
202
$797K 0.1%
14,843
-545
203
$794K 0.1%
43,186
204
$791K 0.1%
13,117
+1,652
205
$790K 0.1%
13,845
+6,185
206
$787K 0.1%
15,736
-5,356
207
$780K 0.1%
13,204
-3,280
208
$774K 0.09%
8,128
+722
209
$766K 0.09%
15,848
-128
210
$766K 0.09%
11,300
-1,063
211
$765K 0.09%
14,183
+64
212
$765K 0.09%
29,737
-790
213
$755K 0.09%
1,767
+249
214
$752K 0.09%
1,657
215
$744K 0.09%
51,288
+26,914
216
$732K 0.09%
14,017
+4
217
$727K 0.09%
13,585
+1,394
218
$721K 0.09%
7,233
-5,863
219
$720K 0.09%
25,976
+1
220
$717K 0.09%
11,518
+1,270
221
$715K 0.09%
16,824
-4,972
222
$711K 0.09%
38,423
-4,057
223
$711K 0.09%
8,181
-1,326
224
$708K 0.09%
31,164
+10,290
225
$705K 0.09%
40,000
7 8
9
10 11