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
801
$65K 0.01%
3,495
+2,262
802
$65K 0.01%
1,140
803
$65K 0.01%
471
-15
804
$65K 0.01%
747
-25
805
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863
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806
$64K 0.01%
1,740
807
$64K 0.01%
+4,000
808
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1,500
-1,350
809
$64K 0.01%
2,436
810
$64K 0.01%
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-135
811
$64K 0.01%
440
812
$63K 0.01%
869
813
$63K 0.01%
1,572
+1,512
814
$63K 0.01%
1,316
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815
$63K 0.01%
4,818
-980
816
$62K 0.01%
788
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817
$62K 0.01%
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818
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819
$62K 0.01%
620
820
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1,694
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821
$62K 0.01%
1,055
+520
822
– –
0
823
$62K 0.01%
+1,000
824
$61K 0.01%
517
+139
825
$61K 0.01%
936
31 32
33
34 35