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
576
$149K 0.01%
2,093
+1,393
577
$148K 0.01%
1,828
+458
578
$147K 0.01%
+5,544
579
$147K 0.01%
1,107
+260
580
$146K 0.01%
9,550
-633
581
$146K 0.01%
3,900
582
$145K 0.01%
5,013
-2,000
583
$144K 0.01%
1,900
584
$143K 0.01%
1,165
+655
585
$142K 0.01%
941
+46
586
$142K 0.01%
664
-18,725
587
$142K 0.01%
7,001
-3,166
588
$141K 0.01%
2,800
+200
589
$140K 0.01%
9,520
+2,920
590
$140K 0.01%
9,400
+7,400
591
$139K 0.01%
8,396
-540
592
$139K 0.01%
460
593
$138K 0.01%
2,833
-56
594
$138K 0.01%
7,675
+300
595
$137K 0.01%
3,290
596
$137K 0.01%
1,563
-1,602
597
$136K 0.01%
659
+155
598
$136K 0.01%
3,118
-131
599
$136K 0.01%
8,724
-800
600
$136K 0.01%
2,660
22 23
24
25 26