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
1226
$17K ﹤0.01%
644
+344
1227
$17K ﹤0.01%
1,238
1228
$17K ﹤0.01%
200
1229
$17K ﹤0.01%
5
+4
1230
$17K ﹤0.01%
300
1231
$17K ﹤0.01%
2,600
+2,000
1232
$17K ﹤0.01%
304
+21
1233
$17K ﹤0.01%
2,354
+27
1234
$17K ﹤0.01%
2,200
1235
$17K ﹤0.01%
1,500
1236
$17K ﹤0.01%
187
1237
$17K ﹤0.01%
862
+324
1238
$17K ﹤0.01%
1,400
1239
$16K ﹤0.01%
406
1240
$16K ﹤0.01%
459
+2
1241
$16K ﹤0.01%
327
-300
1242
$16K ﹤0.01%
200
1243
$16K ﹤0.01%
230
1244
$16K ﹤0.01%
355
1245
$16K ﹤0.01%
200
1246
$16K ﹤0.01%
265
1247
$16K ﹤0.01%
261
1248
$16K ﹤0.01%
363
1249
$16K ﹤0.01%
134
+36
1250
$16K ﹤0.01%
735
+424
48 49
50
51 52