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
76
$3.35M 0.28%
64,422
-4,382
77
$3.32M 0.28%
17,660
+81
78
$3.24M 0.28%
17,801
-1,851
79
$3.2M 0.27%
34,934
+581
80
$3.17M 0.27%
24,762
-3,880
81
$3.15M 0.27%
163,203
-8,421
82
$3.15M 0.27%
29,123
+672
83
$3.13M 0.27%
106,153
-20,795
84
$3.12M 0.26%
9,609
-118
85
$3.03M 0.26%
72,307
+3,431
86
$3.01M 0.26%
15,250
+3,724
87
$3M 0.26%
34,596
-1,033
88
$3M 0.25%
55,834
-789
89
$3M 0.25%
35,090
+2,886
90
$2.99M 0.25%
9,239
+6,797
91
$2.97M 0.25%
49,860
+3,992
92
$2.96M 0.25%
20,439
-3,081
93
$2.9M 0.25%
28,056
+807
94
$2.88M 0.24%
14,900
-1,214
95
$2.82M 0.24%
97,312
+8,553
96
$2.81M 0.24%
33,554
+2,575
97
$2.75M 0.23%
45,876
-4,517
98
$2.73M 0.23%
45,972
-10,589
99
$2.71M 0.23%
86,426
-1,181
100
$2.68M 0.23%
76,220
-4,089
2 3
4
5 6