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
526
$178K 0.02%
1,914
+380
527
$177K 0.02%
5,109
+153
528
$177K 0.02%
1,180
+50
529
$176K 0.01%
11,350
530
$175K 0.01%
10,927
-404
531
$174K 0.01%
875
532
$173K 0.01%
876
+270
533
$173K 0.01%
14,150
+1,900
534
$173K 0.01%
119
-5
535
$172K 0.01%
1,285
-40
536
$171K 0.01%
3,514
-764
537
$168K 0.01%
3,298
-267
538
$168K 0.01%
2,224
+82
539
$168K 0.01%
8,666
-1,380
540
$168K 0.01%
2,910
+107
541
$167K 0.01%
7,226
+6,940
542
$167K 0.01%
4,085
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543
$167K 0.01%
11,414
+6,627
544
$166K 0.01%
7,680
545
$165K 0.01%
917
-65
546
$165K 0.01%
3,232
+824
547
$165K 0.01%
1,738
+63
548
$165K 0.01%
6,115
-2,333
549
$164K 0.01%
3,062
+1,131
550
$163K 0.01%
980
-329
20 21
22
23 24