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
1126
$24K ﹤0.01%
600
1127
$24K ﹤0.01%
988
1128
$24K ﹤0.01%
509
-3,857
1129
$24K ﹤0.01%
870
1130
$24K ﹤0.01%
150
1131
$24K ﹤0.01%
270
-19
1132
$24K ﹤0.01%
1,514
1133
$24K ﹤0.01%
1,138
+838
1134
$24K ﹤0.01%
358
+148
1135
$23K ﹤0.01%
90
-4
1136
$23K ﹤0.01%
561
+209
1137
$23K ﹤0.01%
251
+151
1138
$23K ﹤0.01%
1,355
+520
1139
$23K ﹤0.01%
1,500
1140
$23K ﹤0.01%
479
+178
1141
$23K ﹤0.01%
535
+35
1142
$23K ﹤0.01%
350
1143
$23K ﹤0.01%
+1,500
1144
$23K ﹤0.01%
485
-165
1145
$23K ﹤0.01%
220
+17
1146
$23K ﹤0.01%
185
1147
$23K ﹤0.01%
439
1148
$23K ﹤0.01%
190
1149
$23K ﹤0.01%
900
-1,150
1150
$23K ﹤0.01%
119
-161
44 45
46
47 48