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
1176
$20K ﹤0.01%
1,000
+750
1177
$20K ﹤0.01%
354
+129
1178
$20K ﹤0.01%
+266
1179
$20K ﹤0.01%
567
1180
$20K ﹤0.01%
809
+25
1181
$20K ﹤0.01%
55
-100
1182
$20K ﹤0.01%
132
-1,405
1183
$20K ﹤0.01%
475
-3,875
1184
$20K ﹤0.01%
114
-119
1185
$20K ﹤0.01%
111
1186
$20K ﹤0.01%
+1,000
1187
$20K ﹤0.01%
+461
1188
$20K ﹤0.01%
+500
1189
$20K ﹤0.01%
791
1190
$19K ﹤0.01%
461
+172
1191
$19K ﹤0.01%
2,959
1192
$19K ﹤0.01%
2,500
1193
$19K ﹤0.01%
+750
1194
$19K ﹤0.01%
800
1195
$19K ﹤0.01%
532
1196
$19K ﹤0.01%
270
1197
$19K ﹤0.01%
213
-350
1198
$19K ﹤0.01%
682
1199
$19K ﹤0.01%
200
+100
1200
$19K ﹤0.01%
436
+336
46 47
48
49 50