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
1176
$20K ﹤0.01%
809
+25
1177
$20K ﹤0.01%
55
-100
1178
$20K ﹤0.01%
370
1179
$20K ﹤0.01%
1,370
1180
$20K ﹤0.01%
+266
1181
$20K ﹤0.01%
567
1182
$20K ﹤0.01%
132
-1,405
1183
$20K ﹤0.01%
475
-3,875
1184
$20K ﹤0.01%
1,142
-1,183
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%
2,959
1191
$19K ﹤0.01%
2,500
1192
$19K ﹤0.01%
+750
1193
$19K ﹤0.01%
800
1194
$19K ﹤0.01%
532
1195
$19K ﹤0.01%
270
1196
$19K ﹤0.01%
213
-350
1197
$19K ﹤0.01%
682
1198
$19K ﹤0.01%
200
+100
1199
$19K ﹤0.01%
436
+336
1200
$19K ﹤0.01%
700
46 47
48
49 50