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
301
$615K 0.05%
24,590
+12
302
$615K 0.05%
6,623
-251
303
$615K 0.05%
7,550
-2,404
304
$602K 0.05%
9,016
+368
305
$601K 0.05%
4,438
-35,598
306
$599K 0.05%
13,719
-1,446
307
$597K 0.05%
7,376
+2,723
308
$589K 0.05%
13,023
+3,827
309
$587K 0.05%
8,608
310
$586K 0.05%
2,961
-39
311
$586K 0.05%
2,666
+262
312
$572K 0.05%
3,581
-113
313
$568K 0.05%
21,637
-125
314
$561K 0.05%
27,898
+134
315
$561K 0.05%
16,893
-1,825
316
$547K 0.05%
9,986
-1,428
317
$544K 0.05%
3,038
-220
318
$535K 0.05%
4,633
+1,297
319
$533K 0.05%
9,172
+668
320
$533K 0.05%
23,186
+758
321
$531K 0.05%
9,540
-1,280
322
$530K 0.05%
42,302
+11,699
323
$529K 0.04%
2,513
+157
324
$529K 0.04%
1,493
+76
325
$529K 0.04%
24,829
+8,765
11 12
13
14 15