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
1201
$19K ﹤0.01%
461
+172
1202
$19K ﹤0.01%
313
-248
1203
$19K ﹤0.01%
266
+99
1204
$19K ﹤0.01%
+1,734
1205
$18K ﹤0.01%
+416
1206
$18K ﹤0.01%
120
1207
$18K ﹤0.01%
344
1208
$18K ﹤0.01%
1,397
-1,639
1209
$18K ﹤0.01%
550
1210
$18K ﹤0.01%
230
+120
1211
$18K ﹤0.01%
171
+66
1212
$18K ﹤0.01%
780
+290
1213
$18K ﹤0.01%
774
+256
1214
$18K ﹤0.01%
625
-630
1215
$18K ﹤0.01%
+150
1216
$18K ﹤0.01%
200
1217
$18K ﹤0.01%
1,128
-200
1218
$18K ﹤0.01%
465
+300
1219
$18K ﹤0.01%
2,200
1220
$18K ﹤0.01%
110
-25
1221
$18K ﹤0.01%
1,600
1222
$18K ﹤0.01%
675
1223
$17K ﹤0.01%
+200
1224
$17K ﹤0.01%
124
1225
$17K ﹤0.01%
536
47 48
49
50 51