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
651
$110K 0.01%
1,868
+257
652
$109K 0.01%
3,200
+1,200
653
$109K 0.01%
1,799
+78
654
$109K 0.01%
6,378
-1,942
655
$109K 0.01%
2,935
656
$108K 0.01%
1,159
-772
657
$107K 0.01%
692
+300
658
$107K 0.01%
1,120
659
$106K 0.01%
2,350
660
$105K 0.01%
2,623
-95
661
$105K 0.01%
1,848
-1,685
662
$105K 0.01%
7,200
-1,000
663
$104K 0.01%
4,078
+2,400
664
$104K 0.01%
1,905
-1,200
665
$104K 0.01%
769
666
$104K 0.01%
534
667
$104K 0.01%
2,824
+1,392
668
$103K 0.01%
4,209
+2,379
669
$102K 0.01%
1,710
+180
670
$102K 0.01%
6,900
671
$102K 0.01%
507
672
$101K 0.01%
2,000
673
$100K 0.01%
4,858
+4,680
674
$100K 0.01%
6,087
675
$99K 0.01%
1,163
-218
25 26
27
28 29