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
826
$61K 0.01%
2,875
-2,500
827
$61K 0.01%
537
828
$61K 0.01%
107
+97
829
$61K 0.01%
1,000
830
$61K 0.01%
2,236
831
$61K 0.01%
696
832
$61K 0.01%
420
+101
833
$61K 0.01%
801
+80
834
$61K 0.01%
2,226
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%
1,517
+400
848
$57K ﹤0.01%
433
849
$57K ﹤0.01%
678
-111
850
$57K ﹤0.01%
4,286
32 33
34
35 36