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
901
$49K ﹤0.01%
1,480
-7,953
902
$49K ﹤0.01%
7,957
+1,500
903
$49K ﹤0.01%
846
+6
904
$49K ﹤0.01%
473
905
$48K ﹤0.01%
697
-686
906
$48K ﹤0.01%
4,275
+1,482
907
$48K ﹤0.01%
580
-502
908
$48K ﹤0.01%
685
+631
909
$48K ﹤0.01%
1,050
+750
910
$48K ﹤0.01%
+1,852
911
$48K ﹤0.01%
1,915
912
$47K ﹤0.01%
3,527
+65
913
$47K ﹤0.01%
1,011
+61
914
$47K ﹤0.01%
712
+47
915
$47K ﹤0.01%
1,200
916
$46K ﹤0.01%
+816
917
$46K ﹤0.01%
2,100
918
$46K ﹤0.01%
1,641
+626
919
$46K ﹤0.01%
2,792
+23
920
$46K ﹤0.01%
2,459
+100
921
$46K ﹤0.01%
948
-116
922
$46K ﹤0.01%
+3,584
923
$45K ﹤0.01%
1,469
924
$45K ﹤0.01%
730
925
$45K ﹤0.01%
1,960
-40
35 36
37
38 39