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
1026
$32K ﹤0.01%
740
-24
1027
$32K ﹤0.01%
275
1028
$32K ﹤0.01%
4,210
+4,000
1029
$32K ﹤0.01%
769
-1,315
1030
$32K ﹤0.01%
900
-1,000
1031
$32K ﹤0.01%
2,400
1032
$32K ﹤0.01%
+1,080
1033
$32K ﹤0.01%
4,000
+2,000
1034
$32K ﹤0.01%
1,044
+115
1035
$32K ﹤0.01%
464
+2
1036
$32K ﹤0.01%
13,054
1037
$32K ﹤0.01%
12,509
-7,624
1038
$31K ﹤0.01%
509
+109
1039
$31K ﹤0.01%
2,090
1040
$31K ﹤0.01%
1,400
1041
$31K ﹤0.01%
1,271
-940
1042
$31K ﹤0.01%
177
1043
$31K ﹤0.01%
393
-9
1044
$31K ﹤0.01%
135
-935
1045
$31K ﹤0.01%
792
-7
1046
$31K ﹤0.01%
345
-500
1047
$31K ﹤0.01%
437
+98
1048
$31K ﹤0.01%
414
-222
1049
$30K ﹤0.01%
241
+79
1050
$30K ﹤0.01%
2,992
-5,122
40 41
42
43 44