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
$1.18B
AUM Growth
+$90.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,096
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$4.54M
3
+$4.33M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$4.27M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.55M

Top Sells

1
+$5.51M
2
+$4.82M
3
+$4M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$3.54M
5
MMM icon
3M
MMM
+$1.88M

Sector Composition

1 Technology 6.07%
2 Healthcare 5.53%
3 Industrials 4.95%
4 Financials 3.86%
5 Consumer Discretionary 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$943K 0.08%
16,255
-3,988
227
$933K 0.08%
13,830
-818
228
$925K 0.08%
21,006
+1,164
229
$917K 0.08%
42,660
+23,121
230
$909K 0.08%
37,985
+6,968
231
$903K 0.08%
9,980
+329
232
$901K 0.08%
+17,293
233
$901K 0.08%
19,550
+4,250
234
$893K 0.08%
6,250
+1,027
235
$886K 0.08%
3,245
+114
236
$877K 0.07%
34,206
-900
237
$876K 0.07%
13,352
+4,939
238
$870K 0.07%
1,554
-103
239
$863K 0.07%
10,200
+746
240
$852K 0.07%
15,119
+10,168
241
$841K 0.07%
13,104
+56
242
$840K 0.07%
1,671
+8
243
$823K 0.07%
5,983
-1,688
244
$812K 0.07%
9,438
+242
245
$811K 0.07%
25,060
-5,130
246
$808K 0.07%
63,552
+43,280
247
$798K 0.07%
13,581
-570
248
$793K 0.07%
14,369
+68
249
$778K 0.07%
5,678
-892
250
$770K 0.07%
12,912
+5,434
8 9
10
11 12