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
926
$45K ﹤0.01%
1,113
+205
927
$45K ﹤0.01%
635
+62
928
$45K ﹤0.01%
406
+66
929
$45K ﹤0.01%
2,514
930
$45K ﹤0.01%
120
-240
931
$45K ﹤0.01%
337
+276
932
$44K ﹤0.01%
395
933
$44K ﹤0.01%
+2,550
934
$44K ﹤0.01%
461
-459
935
$44K ﹤0.01%
2,000
936
$44K ﹤0.01%
1,067
937
$43K ﹤0.01%
398
938
$43K ﹤0.01%
407
+19
939
$43K ﹤0.01%
4,017
-480
940
$43K ﹤0.01%
1,722
-1
941
$42K ﹤0.01%
1,400
942
$42K ﹤0.01%
1,000
943
$42K ﹤0.01%
378
944
$42K ﹤0.01%
+3,251
945
$42K ﹤0.01%
1,433
-1,000
946
$42K ﹤0.01%
353
+1
947
$42K ﹤0.01%
1,533
+93
948
$42K ﹤0.01%
2,351
949
$41K ﹤0.01%
812
-1,070
950
$41K ﹤0.01%
1,086
+3
36 37
38
39 40