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
101
$2.59M 0.22%
44,265
-7,264
102
$2.58M 0.22%
50,598
-549
103
$2.56M 0.22%
30,930
+411
104
$2.55M 0.22%
51,140
-3,405
105
$2.5M 0.21%
67,392
-16,969
106
$2.48M 0.21%
65,964
+26,877
107
$2.44M 0.21%
10,796
-1,367
108
$2.42M 0.21%
48,005
+13,261
109
$2.38M 0.2%
59,990
+4,190
110
$2.35M 0.2%
48,939
-4,601
111
$2.34M 0.2%
66,906
+5,819
112
$2.29M 0.19%
10,474
-1,875
113
$2.27M 0.19%
27,770
+6,828
114
$2.26M 0.19%
50,043
-1,191
115
$2.22M 0.19%
56,130
+3,096
116
$2.17M 0.18%
37,652
+5,019
117
$2.17M 0.18%
26,936
+1,576
118
$2.13M 0.18%
22,036
+1,660
119
$2.13M 0.18%
17,746
+1,260
120
$2.09M 0.18%
41,854
+617
121
$2.06M 0.17%
10,026
-272
122
$2.06M 0.17%
49,915
+830
123
$2.02M 0.17%
16,979
-481
124
$2.02M 0.17%
32,115
+5,002
125
$2.01M 0.17%
10,475
+849
3 4
5
6 7