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
976
$38K ﹤0.01%
759
-384
977
$38K ﹤0.01%
1,180
-5,420
978
$38K ﹤0.01%
474
979
$38K ﹤0.01%
1,019
+3
980
$38K ﹤0.01%
820
981
$38K ﹤0.01%
1,195
+28
982
$38K ﹤0.01%
660
983
$38K ﹤0.01%
852
984
$38K ﹤0.01%
564
985
$38K ﹤0.01%
1,579
+37
986
$38K ﹤0.01%
2,640
+5
987
$37K ﹤0.01%
+1,804
988
$37K ﹤0.01%
+1,766
989
$37K ﹤0.01%
544
+4
990
$37K ﹤0.01%
1,150
991
$37K ﹤0.01%
4,109
+3,109
992
$37K ﹤0.01%
1,182
993
$37K ﹤0.01%
1,178
-45
994
$37K ﹤0.01%
1,200
995
$37K ﹤0.01%
366
+70
996
$37K ﹤0.01%
244
+155
997
$37K ﹤0.01%
1,004
998
$37K ﹤0.01%
260
999
$36K ﹤0.01%
150
1000
$36K ﹤0.01%
1,302
-1,000
38 39
40
41 42