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
1076
$28K ﹤0.01%
709
+144
1077
$28K ﹤0.01%
300
1078
$28K ﹤0.01%
+1,116
1079
$28K ﹤0.01%
+460
1080
$28K ﹤0.01%
1,909
+380
1081
$28K ﹤0.01%
1,217
+24
1082
$27K ﹤0.01%
1,959
+1,436
1083
$27K ﹤0.01%
300
1084
$27K ﹤0.01%
248
-574
1085
$27K ﹤0.01%
793
-483
1086
$27K ﹤0.01%
1,700
1087
$27K ﹤0.01%
347
+2
1088
$27K ﹤0.01%
+165
1089
$27K ﹤0.01%
695
-711
1090
$27K ﹤0.01%
+600
1091
$27K ﹤0.01%
1,090
+2
1092
$27K ﹤0.01%
431
1093
$27K ﹤0.01%
1,671
+1,171
1094
$27K ﹤0.01%
627
+369
1095
$27K ﹤0.01%
1,045
-1,100
1096
$26K ﹤0.01%
+6,396
1097
$26K ﹤0.01%
842
+171
1098
$26K ﹤0.01%
+1,000
1099
$26K ﹤0.01%
234
1100
$26K ﹤0.01%
+836
42 43
44
45 46