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
601
$134K 0.01%
520
+130
602
$134K 0.01%
6,346
-401
603
$133K 0.01%
1,321
+770
604
$133K 0.01%
228
-14
605
$133K 0.01%
3,685
-25
606
$133K 0.01%
1,797
607
$132K 0.01%
1,185
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608
$131K 0.01%
4,200
-21,892
609
$130K 0.01%
114
-4
610
$128K 0.01%
5,980
+3,066
611
$128K 0.01%
1,964
-1,571
612
$127K 0.01%
650
613
$127K 0.01%
3,292
-11,396
614
$126K 0.01%
1,661
+370
615
$126K 0.01%
2,500
+1,516
616
$126K 0.01%
654
617
$125K 0.01%
6,057
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$125K 0.01%
3,787
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619
$125K 0.01%
1,065
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620
$124K 0.01%
2,358
-182
621
$123K 0.01%
1,601
-770
622
$122K 0.01%
1,430
623
$121K 0.01%
1,267
+174
624
$121K 0.01%
7,652
-47
625
$120K 0.01%
1,089
-94
23 24
25
26 27