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
1151
$23K ﹤0.01%
536
-407
1152
$23K ﹤0.01%
885
-580
1153
$22K ﹤0.01%
324
+200
1154
$22K ﹤0.01%
1,500
1155
$22K ﹤0.01%
1,250
-21,610
1156
$22K ﹤0.01%
265
-37
1157
$22K ﹤0.01%
500
1158
$22K ﹤0.01%
284
1159
$22K ﹤0.01%
276
-200
1160
$22K ﹤0.01%
3,363
+90
1161
$22K ﹤0.01%
375
1162
$22K ﹤0.01%
807
-1
1163
$22K ﹤0.01%
357
-244
1164
$21K ﹤0.01%
50
1165
$21K ﹤0.01%
+300
1166
$21K ﹤0.01%
716
1167
$21K ﹤0.01%
2,034
+756
1168
$21K ﹤0.01%
200
1169
$21K ﹤0.01%
165
1170
$21K ﹤0.01%
1,788
-879
1171
$21K ﹤0.01%
270
1172
$21K ﹤0.01%
386
-268
1173
$20K ﹤0.01%
+3,387
1174
$20K ﹤0.01%
1,000
+750
1175
$20K ﹤0.01%
354
+129
45 46
47
48 49