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
826
$61K 0.01%
537
827
$61K 0.01%
107
+97
828
$61K 0.01%
1,000
829
$61K 0.01%
2,226
830
$61K 0.01%
517
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831
$61K 0.01%
2,236
832
$61K 0.01%
696
833
$61K 0.01%
420
+101
834
$61K 0.01%
801
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835
$60K 0.01%
679
-10,065
836
$60K 0.01%
1,194
+119
837
$60K 0.01%
4,241
838
$60K 0.01%
447
839
$59K 0.01%
820
+750
840
$59K 0.01%
1,113
+93
841
$59K 0.01%
1,923
+323
842
$59K 0.01%
14,982
+7,882
843
$58K ﹤0.01%
1,100
844
$58K ﹤0.01%
733
845
$58K ﹤0.01%
1,560
846
$57K ﹤0.01%
1,576
-75
847
$57K ﹤0.01%
433
848
$57K ﹤0.01%
678
-111
849
$57K ﹤0.01%
4,286
850
$57K ﹤0.01%
1,517
+400
32 33
34
35 36