AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.85%
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 +$59.5M
3 +$15.1M
4
ORCL icon
Oracle
ORCL
+$6.86M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$6.28M

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
2251
-273
2252
-60
2253
-45
2254
-31
2255
-38
2256
-659
2257
-927
2258
-829
2259
-40
2260
-55
2261
-16
2262
-249
2263
-23
2264
-1,083
2265
-41
2266
-1
2267
-1,500
2268
-186
2269
-9
2270
-5
2271
0
2272
-35
2273
-36
2274
-3,453
2275
-45