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
451
$259K 0.02%
3,300
-2,554
452
$259K 0.02%
4,258
+2,428
453
$258K 0.02%
3,587
+3,120
454
$256K 0.02%
1,852
+129
455
$255K 0.02%
12,075
+8,891
456
$254K 0.02%
4,228
+16
457
$254K 0.02%
10,880
458
$249K 0.02%
5,911
+1,773
459
$249K 0.02%
8,348
-15,230
460
$248K 0.02%
4,115
+253
461
$246K 0.02%
1,842
-229
462
$245K 0.02%
10,465
-1,125
463
$245K 0.02%
5,236
-1,312
464
$244K 0.02%
3,278
+304
465
$241K 0.02%
1,918
466
$241K 0.02%
3,052
467
$239K 0.02%
6,012
-6,272
468
$239K 0.02%
21,280
469
$239K 0.02%
15,457
-1,745
470
$236K 0.02%
2,901
-141
471
$234K 0.02%
2,133
+194
472
$230K 0.02%
5,426
-245
473
$230K 0.02%
15,596
474
$227K 0.02%
6,014
-158
475
$224K 0.02%
2,748
17 18
19
20 21