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
1001
$36K ﹤0.01%
2,400
1002
$35K ﹤0.01%
556
-670
1003
$35K ﹤0.01%
172
+22
1004
$35K ﹤0.01%
4,065
-7,446
1005
$35K ﹤0.01%
733
+69
1006
$35K ﹤0.01%
265
+10
1007
$35K ﹤0.01%
2,242
1008
$34K ﹤0.01%
+10,000
1009
$34K ﹤0.01%
537
1010
$34K ﹤0.01%
715
+257
1011
$34K ﹤0.01%
1,323
-129
1012
$34K ﹤0.01%
876
-930
1013
$34K ﹤0.01%
728
1014
$34K ﹤0.01%
+415
1015
$34K ﹤0.01%
+700
1016
$33K ﹤0.01%
1,048
-1,455
1017
$33K ﹤0.01%
2,764
+385
1018
$33K ﹤0.01%
10,092
+3,229
1019
$33K ﹤0.01%
603
+106
1020
$33K ﹤0.01%
600
1021
$33K ﹤0.01%
8,357
+4,543
1022
$33K ﹤0.01%
3,000
-1,500
1023
$33K ﹤0.01%
356
-205
1024
$33K ﹤0.01%
1,201
+768
1025
$33K ﹤0.01%
99
39 40
41
42 43