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
551
$163K 0.01%
3,795
-190
552
$162K 0.01%
2,565
553
$162K 0.01%
6,835
-1,243
554
$161K 0.01%
10,781
555
$161K 0.01%
2,589
+553
556
$161K 0.01%
1,118
-74
557
$160K 0.01%
1,638
558
$160K 0.01%
12,500
+8,747
559
$160K 0.01%
5,600
560
$160K 0.01%
4,524
+2,893
561
$157K 0.01%
1,400
562
$155K 0.01%
2,797
+11
563
$155K 0.01%
6,226
+2,026
564
$155K 0.01%
1,556
+16
565
$155K 0.01%
1,543
-481
566
$154K 0.01%
1,001
+2
567
$153K 0.01%
445
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568
$152K 0.01%
1,018
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569
$152K 0.01%
7,938
+1
570
$152K 0.01%
1,920
+143
571
$151K 0.01%
8,237
+3,889
572
$151K 0.01%
1,763
+33
573
$150K 0.01%
4,941
+432
574
$150K 0.01%
11,338
+36
575
$150K 0.01%
2,024
-944
21 22
23
24 25