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
701
$93K 0.01%
1,541
+240
702
$92K 0.01%
2,170
-600
703
$92K 0.01%
2,048
+84
704
$92K 0.01%
2,536
705
$91K 0.01%
+4,550
706
$91K 0.01%
2,920
707
$91K 0.01%
1,652
-373
708
$91K 0.01%
7,200
+1,945
709
$90K 0.01%
1,554
+195
710
$90K 0.01%
7,300
711
$90K 0.01%
4,765
+7
712
$89K 0.01%
768
713
$89K 0.01%
707
-94
714
$89K 0.01%
3,393
715
$89K 0.01%
2,785
+1,019
716
$88K 0.01%
7,275
+2,615
717
$88K 0.01%
3,030
-197
718
$88K 0.01%
1,270
-290
719
$88K 0.01%
1,650
720
$87K 0.01%
1,194
+127
721
$87K 0.01%
1,417
+2
722
$87K 0.01%
750
723
$86K 0.01%
42
-12
724
$86K 0.01%
1,782
-127
725
$86K 0.01%
1,000
27 28
29
30 31