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
776
$71K 0.01%
1,420
-2,300
777
$71K 0.01%
420
+38
778
$71K 0.01%
1,056
779
$71K 0.01%
1,335
+3
780
$71K 0.01%
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-100
781
$71K 0.01%
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782
$70K 0.01%
62
783
$70K 0.01%
972
784
$69K 0.01%
549
+100
785
$69K 0.01%
651
-50
786
$69K 0.01%
2,700
787
$69K 0.01%
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788
$68K 0.01%
566
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789
$68K 0.01%
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790
$67K 0.01%
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791
$67K 0.01%
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$67K 0.01%
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$67K 0.01%
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795
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797
$66K 0.01%
1,275
798
$65K 0.01%
1,100
799
$65K 0.01%
2,721
-373
800
$65K 0.01%
2,544
30 31
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