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
876
$52K ﹤0.01%
883
+266
877
$52K ﹤0.01%
2,220
+1,392
878
$52K ﹤0.01%
1,612
-433
879
$52K ﹤0.01%
1,761
-144
880
$52K ﹤0.01%
827
-330
881
$51K ﹤0.01%
1,294
882
$51K ﹤0.01%
137
-766
883
$51K ﹤0.01%
480
884
$51K ﹤0.01%
350
+200
885
$51K ﹤0.01%
1,274
886
$51K ﹤0.01%
2,683
+507
887
$51K ﹤0.01%
1,291
-2,679
888
$51K ﹤0.01%
2,750
+2,715
889
$51K ﹤0.01%
2,348
-2,014
890
$50K ﹤0.01%
2,528
-724
891
$50K ﹤0.01%
1,089
+595
892
$50K ﹤0.01%
+408
893
$50K ﹤0.01%
597
-70
894
$50K ﹤0.01%
2,150
895
$50K ﹤0.01%
+700
896
$50K ﹤0.01%
4,408
-392
897
$50K ﹤0.01%
3,104
898
$50K ﹤0.01%
1,900
899
$50K ﹤0.01%
3,000
900
$49K ﹤0.01%
979
-104
34 35
36
37 38