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
951
$41K ﹤0.01%
764
-2,470
952
$41K ﹤0.01%
+600
953
$41K ﹤0.01%
201
954
$41K ﹤0.01%
1,700
-378
955
$41K ﹤0.01%
446
-900
956
$41K ﹤0.01%
600
957
$41K ﹤0.01%
404
958
$40K ﹤0.01%
550
959
$40K ﹤0.01%
995
+5
960
$40K ﹤0.01%
586
961
$40K ﹤0.01%
1,709
+1,547
962
$40K ﹤0.01%
1,125
-875
963
$40K ﹤0.01%
1,043
+25
964
$39K ﹤0.01%
1,119
-334
965
$39K ﹤0.01%
1,350
966
$39K ﹤0.01%
2,500
967
$39K ﹤0.01%
861
-129
968
$39K ﹤0.01%
672
969
$39K ﹤0.01%
2,000
-2,384
970
$39K ﹤0.01%
10,128
+16
971
$39K ﹤0.01%
663
+2
972
$39K ﹤0.01%
1,945
973
$39K ﹤0.01%
534
974
$38K ﹤0.01%
619
+469
975
$38K ﹤0.01%
2,153
+846
37 38
39
40 41