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
51
$5.21M 0.44%
13,378
+432
52
$5.21M 0.44%
93,513
+1,647
53
$5.1M 0.43%
131,124
+6,688
54
$4.95M 0.42%
70,959
-6,947
55
$4.92M 0.42%
77,527
-8,649
56
$4.48M 0.38%
69,790
+1,492
57
$4.38M 0.37%
38,615
-7,496
58
$4.24M 0.36%
106,259
-3,388
59
$4.18M 0.35%
17,342
-359
60
$4.17M 0.35%
92,993
+75,935
61
$4.11M 0.35%
37,383
+3,359
62
$4.06M 0.34%
46,737
-3,077
63
$4.05M 0.34%
32,513
+4,594
64
$4.04M 0.34%
32,327
-510
65
$3.95M 0.34%
46,406
-1,168
66
$3.94M 0.33%
22,272
+268
67
$3.94M 0.33%
28,237
-1,111
68
$3.93M 0.33%
27,510
-1,128
69
$3.81M 0.32%
123,380
-1,454
70
$3.75M 0.32%
74,288
+8,167
71
$3.48M 0.3%
45,618
+2,962
72
$3.48M 0.29%
126,998
+39,172
73
$3.45M 0.29%
125,680
+33,060
74
$3.38M 0.29%
129,609
-2,548
75
$3.36M 0.29%
37,968
+20
1 2
3
4 5