AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
+$5.12M
2
+$4.33M
3
+$4.13M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$4.12M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.4M

Top Sells

1
+$4.95M
2
+$4.9M
3
+$3.8M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$3.55M
5
MMM icon
3M
MMM
+$1.78M

Sector Composition

1 Technology 6.07%
2 Healthcare 5.53%
3 Industrials 4.95%
4 Financials 3.95%
5 Consumer Discretionary 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$26K ﹤0.01%
100
1102
$26K ﹤0.01%
882
+662
1103
$26K ﹤0.01%
1,204
+22
1104
$26K ﹤0.01%
629
+304
1105
$26K ﹤0.01%
1,750
-53
1106
$26K ﹤0.01%
125
1107
$26K ﹤0.01%
123
1108
$26K ﹤0.01%
990
-1,100
1109
$26K ﹤0.01%
2,271
-2,250
1110
$25K ﹤0.01%
158
1111
$25K ﹤0.01%
500
-125
1112
$25K ﹤0.01%
210
-157
1113
$25K ﹤0.01%
375
-19
1114
$25K ﹤0.01%
162
1115
$25K ﹤0.01%
67
-2
1116
$25K ﹤0.01%
319
1117
$25K ﹤0.01%
637
+403
1118
$25K ﹤0.01%
+592
1119
$25K ﹤0.01%
318
+11
1120
$24K ﹤0.01%
600
1121
$24K ﹤0.01%
988
1122
$24K ﹤0.01%
509
-3,857
1123
$24K ﹤0.01%
870
1124
$24K ﹤0.01%
150
1125
$24K ﹤0.01%
+800
43 44
45
46 47