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
401
$339K 0.03%
10,730
+1,280
402
$337K 0.03%
11,973
-10,138
403
$337K 0.03%
3,857
404
$335K 0.03%
7,127
+3,855
405
$332K 0.03%
7,820
-1,264
406
$331K 0.03%
5,758
+613
407
$330K 0.03%
11,300
-6,820
408
$329K 0.03%
10,715
+5
409
$322K 0.03%
9,815
410
$321K 0.03%
2,311
+76
411
$321K 0.03%
7,740
-183
412
$320K 0.03%
1,794
-20
413
$315K 0.03%
1,368
+14
414
$311K 0.03%
23,618
-43,533
415
$309K 0.03%
2,700
+849
416
$308K 0.03%
9,765
417
$306K 0.03%
6,837
+3,563
418
$304K 0.03%
11,556
-561
419
$303K 0.03%
5,807
-800
420
$302K 0.03%
14,688
+1,526
421
$301K 0.03%
12,483
-435
422
$301K 0.03%
1,707
+539
423
$301K 0.03%
8,226
+3,250
424
$301K 0.03%
5,602
+748
425
$300K 0.03%
10,148
+3,260
15 16
17
18 19