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
476
$223K 0.02%
1,533
477
$222K 0.02%
2,864
-375
478
$222K 0.02%
848
+125
479
$222K 0.02%
13,550
+2,800
480
$220K 0.02%
1,162
-247
481
$220K 0.02%
4,296
482
$219K 0.02%
4,674
+2
483
$218K 0.02%
1,078
-462
484
$217K 0.02%
732
+30
485
$217K 0.02%
2,380
-1,166
486
$217K 0.02%
4,035
+997
487
$216K 0.02%
2,224
488
$215K 0.02%
1,933
-127
489
$215K 0.02%
2,778
490
$214K 0.02%
1,301
-304
491
$208K 0.02%
15,677
+9,398
492
$208K 0.02%
8,536
+9
493
$208K 0.02%
3,464
+637
494
$206K 0.02%
2,179
-1,579
495
$206K 0.02%
7,650
496
$204K 0.02%
3,308
+105
497
$203K 0.02%
2,515
+875
498
$203K 0.02%
2,646
-775
499
$203K 0.02%
4,315
500
$201K 0.02%
3,295
-762
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