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
751
$78K 0.01%
6,625
+47
752
$78K 0.01%
1,618
753
$77K 0.01%
944
-64
754
$77K 0.01%
13,500
755
$77K 0.01%
3,244
+76
756
$76K 0.01%
330
+155
757
$76K 0.01%
2,329
+318
758
$76K 0.01%
2,750
-1,489
759
$76K 0.01%
+3,745
760
$75K 0.01%
5,200
761
$75K 0.01%
1,660
762
$75K 0.01%
1,473
+22
763
$74K 0.01%
1,002
+935
764
$74K 0.01%
1,300
765
$74K 0.01%
485
-25
766
$74K 0.01%
3,255
767
$73K 0.01%
+1,000
768
$73K 0.01%
1,493
-608
769
$73K 0.01%
1,585
770
$72K 0.01%
1,256
-985
771
$72K 0.01%
854
772
$72K 0.01%
2,816
+1,197
773
$72K 0.01%
2,340
774
$71K 0.01%
1,098
775
$71K 0.01%
1,456
-471
29 30
31
32 33