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
676
$99K 0.01%
1,951
-1,273
677
$99K 0.01%
5,640
-200
678
$99K 0.01%
1,212
-1,465
679
$99K 0.01%
180
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680
$98K 0.01%
2,383
-22
681
$98K 0.01%
1,030
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682
$98K 0.01%
6,800
683
$97K 0.01%
2,349
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684
$97K 0.01%
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685
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3,750
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686
$96K 0.01%
461
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$96K 0.01%
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688
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694
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695
$94K 0.01%
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696
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697
$94K 0.01%
4,325
-1,386
698
$93K 0.01%
1,546
-580
699
$93K 0.01%
444
+115
700
$93K 0.01%
928
-115
26 27
28
29 30