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
1101
$26K ﹤0.01%
100
1102
$26K ﹤0.01%
841
+631
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%
+592
1116
$25K ﹤0.01%
318
+11
1117
$25K ﹤0.01%
67
-2
1118
$25K ﹤0.01%
319
1119
$25K ﹤0.01%
637
+403
1120
$24K ﹤0.01%
910
1121
$24K ﹤0.01%
+800
1122
$24K ﹤0.01%
1,715
+643
1123
$24K ﹤0.01%
411
-241
1124
$24K ﹤0.01%
172
1125
$24K ﹤0.01%
220
-20
43 44
45
46 47