AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.19B
AUM Growth
-$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,295
New
Increased
Reduced
Closed

Top Sells

1 +$61.7M
2 +$59.8M
3 +$14.9M
4
ORCL icon
Oracle
ORCL
+$7.31M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$6.17M

Sector Composition

1 Technology 8.95%
2 Financials 4.65%
3 Industrials 4.25%
4 Healthcare 3.47%
5 Consumer Discretionary 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2226
-2,000
2227
-270
2228
-5
2229
-100
2230
-45
2231
-10
2232
-470
2233
-25
2234
-65
2235
-944
2236
-750
2237
-30
2238
-1
2239
-5
2240
-8
2241
-242
2242
-5
2243
-2,000
2244
-170
2245
-35
2246
-50
2247
-1,965
2248
-875
2249
-258
2250
-2