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
626
$120K 0.01%
743
+403
627
$120K 0.01%
3,350
-299
628
$119K 0.01%
713
-90
629
$118K 0.01%
2,156
630
$117K 0.01%
3,139
+170
631
$117K 0.01%
409
-27
632
$117K 0.01%
3,394
+5
633
$117K 0.01%
5,809
+2,634
634
$116K 0.01%
1,212
-74
635
$116K 0.01%
2,742
636
$116K 0.01%
3,602
+161
637
$116K 0.01%
774
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638
$115K 0.01%
10,269
+4,883
639
$115K 0.01%
1,293
+131
640
$115K 0.01%
4,480
+1,660
641
$115K 0.01%
1,776
-93
642
$114K 0.01%
30
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643
$112K 0.01%
1,298
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644
$112K 0.01%
674
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645
$111K 0.01%
1,870
-100
646
$111K 0.01%
6,700
+500
647
$111K 0.01%
1,219
-116
648
$111K 0.01%
1,795
-85
649
$111K 0.01%
11,093
+3,600
650
$111K 0.01%
1,640
24 25
26
27 28