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
351
$449K 0.04%
+4,606
352
$444K 0.04%
6,217
-392
353
$440K 0.04%
2,886
-13
354
$439K 0.04%
6,758
-166
355
$438K 0.04%
20,017
+2,536
356
$437K 0.04%
10,401
-2,448
357
$437K 0.04%
3,187
-117
358
$434K 0.04%
4,627
+231
359
$431K 0.04%
6,677
-5,589
360
$429K 0.04%
4,652
-1,222
361
$426K 0.04%
13,854
-4,885
362
$420K 0.04%
9,275
363
$418K 0.04%
29,766
+315
364
$418K 0.04%
6,958
-2,146
365
$414K 0.04%
9,156
-2,160
366
$411K 0.03%
15,345
+800
367
$411K 0.03%
20,808
-216
368
$409K 0.03%
29,675
369
$405K 0.03%
1,722
+95
370
$399K 0.03%
27,351
-1,571
371
$397K 0.03%
42,669
+1,121
372
$396K 0.03%
6,767
+713
373
$393K 0.03%
14,532
-1,144
374
$391K 0.03%
2,647
+106
375
$390K 0.03%
2,970
-1,675
13 14
15
16 17