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
501
$201K 0.02%
678
502
$199K 0.02%
6,582
-3,585
503
$199K 0.02%
7,984
504
$196K 0.02%
3,486
-1,640
505
$195K 0.02%
1,901
-3
506
$195K 0.02%
9,621
+66
507
$194K 0.02%
951
+151
508
$193K 0.02%
1,056
-66
509
$192K 0.02%
11,506
+967
510
$192K 0.02%
5,441
-6,000
511
$191K 0.02%
2,257
-1,540
512
$190K 0.02%
7,189
+800
513
$189K 0.02%
3,678
-373
514
$189K 0.02%
2,760
+123
515
$187K 0.02%
36,450
516
$186K 0.02%
5,404
+596
517
$186K 0.02%
6,904
518
$186K 0.02%
2,592
519
$183K 0.02%
1,800
-219
520
$183K 0.02%
8,415
-520
521
$182K 0.02%
3,760
+2,143
522
$180K 0.02%
3,034
523
$179K 0.02%
3,899
+52
524
$179K 0.02%
4,354
+3,023
525
$178K 0.02%
6,068
+4,294
19 20
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