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
851
$57K ﹤0.01%
12,220
852
$56K ﹤0.01%
1,500
853
$56K ﹤0.01%
1,651
854
$56K ﹤0.01%
647
+16
855
$56K ﹤0.01%
1,065
856
$56K ﹤0.01%
2,460
857
$55K ﹤0.01%
920
-100
858
$55K ﹤0.01%
976
859
$55K ﹤0.01%
4,250
+2,900
860
$55K ﹤0.01%
500
861
$55K ﹤0.01%
1,000
-2,200
862
$55K ﹤0.01%
2,045
863
$55K ﹤0.01%
535
-33
864
$55K ﹤0.01%
1,101
-5,875
865
$54K ﹤0.01%
2,000
866
$54K ﹤0.01%
691
+201
867
$54K ﹤0.01%
2,912
-716
868
$54K ﹤0.01%
1,610
+50
869
$54K ﹤0.01%
11,106
-500
870
$53K ﹤0.01%
1,036
871
$53K ﹤0.01%
373
-512
872
$53K ﹤0.01%
2,400
873
$53K ﹤0.01%
+1,710
874
$52K ﹤0.01%
760
-440
875
$52K ﹤0.01%
4,017
+3,500
33 34
35
36 37