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
326
$522K 0.04%
3,672
+398
327
$518K 0.04%
10,081
-897
328
$515K 0.04%
14,219
+2,073
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330
$506K 0.04%
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331
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7,068
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332
$496K 0.04%
2,908
-356
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$494K 0.04%
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334
$491K 0.04%
14,384
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335
$490K 0.04%
10,887
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336
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23,141
+3,284
337
$489K 0.04%
16,349
-1,753
338
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3,739
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339
$481K 0.04%
5,135
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340
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341
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3,061
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343
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3,960
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344
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11,148
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345
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4,081
-1,411
346
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3,099
-255
347
$457K 0.04%
3,916
+264
348
$455K 0.04%
1,716
-198
349
$455K 0.04%
10,334
-482
350
$454K 0.04%
15,678
-590
12 13
14
15 16