AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
+$5.12M
2
+$4.33M
3
+$4.13M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$4.12M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.4M

Top Sells

1
+$4.95M
2
+$4.9M
3
+$3.8M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$3.55M
5
MMM icon
3M
MMM
+$1.78M

Sector Composition

1 Technology 6.07%
2 Healthcare 5.53%
3 Industrials 4.95%
4 Financials 3.95%
5 Consumer Discretionary 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$65K 0.01%
2,544
802
$65K 0.01%
1,140
803
$65K 0.01%
471
-15
804
$65K 0.01%
747
-25
805
$64K 0.01%
863
+604
806
$64K 0.01%
1,740
807
$64K 0.01%
+4,000
808
$64K 0.01%
1,500
-1,350
809
$64K 0.01%
2,436
810
$64K 0.01%
996
-120
811
$64K 0.01%
440
812
$63K 0.01%
869
813
$63K 0.01%
1,572
+1,512
814
$63K 0.01%
1,316
+435
815
$63K 0.01%
4,818
-980
816
$62K 0.01%
1,694
+7
817
$62K 0.01%
1,055
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818
– –
0
819
$62K 0.01%
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820
$62K 0.01%
4,599
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821
$62K 0.01%
3,691
-1,770
822
$62K 0.01%
620
823
$62K 0.01%
+1,000
824
$61K 0.01%
936
825
$61K 0.01%
2,875
-2,500
31 32
33
34 35