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
376
$388K 0.03%
799
377
$382K 0.03%
29,895
+1,192
378
$382K 0.03%
6,696
+469
379
$378K 0.03%
9,905
-460
380
$378K 0.03%
3,145
-375
381
$374K 0.03%
1,756
-21
382
$374K 0.03%
11,403
-1,506
383
$373K 0.03%
9,267
+1,068
384
$371K 0.03%
3,718
+412
385
$370K 0.03%
16,723
+8,325
386
$369K 0.03%
57,532
+9,882
387
$364K 0.03%
12,695
-327
388
$361K 0.03%
14,120
389
$359K 0.03%
4,295
-847
390
$358K 0.03%
7,006
-211
391
$355K 0.03%
6,443
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392
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12,863
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393
$350K 0.03%
18,400
-5,100
394
$349K 0.03%
4,126
395
$349K 0.03%
12,082
-13,804
396
$347K 0.03%
7,878
-400
397
$343K 0.03%
14,579
+2,192
398
$342K 0.03%
6,188
-830
399
$342K 0.03%
1,562
-148
400
$341K 0.03%
62,800
-2,000
14 15
16
17 18