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
1051
$30K ﹤0.01%
875
-4,792
1052
$30K ﹤0.01%
177
+10
1053
$30K ﹤0.01%
112
1054
$30K ﹤0.01%
1,250
1055
$30K ﹤0.01%
80
1056
$30K ﹤0.01%
526
+63
1057
$30K ﹤0.01%
+180
1058
$30K ﹤0.01%
+265
1059
$30K ﹤0.01%
2,000
1060
$29K ﹤0.01%
1,024
1061
$29K ﹤0.01%
607
1062
$29K ﹤0.01%
545
1063
$29K ﹤0.01%
2,500
1064
$29K ﹤0.01%
201
-121
1065
$29K ﹤0.01%
1,389
+724
1066
$29K ﹤0.01%
450
+50
1067
$29K ﹤0.01%
512
-23
1068
$29K ﹤0.01%
209
-37
1069
$29K ﹤0.01%
1,370
1070
$29K ﹤0.01%
+650
1071
$28K ﹤0.01%
+1,433
1072
$28K ﹤0.01%
326
-28
1073
$28K ﹤0.01%
2,000
1074
$28K ﹤0.01%
3,182
1075
$28K ﹤0.01%
1,980
41 42
43
44 45