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
426
$300K 0.03%
2,207
-12
427
$297K 0.03%
2,752
+1,855
428
$296K 0.03%
6,635
+1,353
429
$292K 0.02%
886
-337
430
$291K 0.02%
5,667
-1
431
$291K 0.02%
+4,051
432
$290K 0.02%
4,064
+241
433
$286K 0.02%
13,337
+5,572
434
$283K 0.02%
5,338
-3,524
435
$282K 0.02%
3,885
+912
436
$277K 0.02%
1,394
+738
437
$273K 0.02%
7,986
-2,709
438
$270K 0.02%
7,672
-993
439
$268K 0.02%
4,120
-55
440
$266K 0.02%
16,652
-5,110
441
$266K 0.02%
12,344
-2,238
442
$266K 0.02%
4,317
-50
443
$264K 0.02%
6,071
+565
444
$264K 0.02%
1,392
445
$263K 0.02%
245
446
$262K 0.02%
3,614
-71
447
$262K 0.02%
2,681
-795
448
$262K 0.02%
3,287
+15
449
$261K 0.02%
18,185
+12,125
450
$260K 0.02%
3,579
+1,460
16 17
18
19 20