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
276
$698K 0.06%
29,321
277
$695K 0.06%
13,144
-878
278
$686K 0.06%
26,904
+4,373
279
$685K 0.06%
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280
$684K 0.06%
10,627
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281
$684K 0.06%
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282
$682K 0.06%
5,827
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283
$681K 0.06%
11,718
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284
$680K 0.06%
30,500
285
$680K 0.06%
5,892
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286
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287
$678K 0.06%
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288
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6,063
-2,485
289
$674K 0.06%
9,311
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290
$672K 0.06%
8,570
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291
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292
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293
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294
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11,302
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295
$656K 0.06%
14,753
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296
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44,215
-2,165
297
$650K 0.06%
5,219
-285
298
$647K 0.05%
3,327
-66
299
$629K 0.05%
35,250
+3,400
300
$620K 0.05%
6,345
+254
10 11
12
13 14