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
1251
$16K ﹤0.01%
725
-205
1252
$16K ﹤0.01%
99
1253
$16K ﹤0.01%
220
1254
$16K ﹤0.01%
433
-2,647
1255
$16K ﹤0.01%
86
1256
$16K ﹤0.01%
600
+200
1257
$15K ﹤0.01%
650
1258
$15K ﹤0.01%
421
+7
1259
$15K ﹤0.01%
400
1260
$15K ﹤0.01%
+200
1261
$15K ﹤0.01%
400
1262
$15K ﹤0.01%
626
+71
1263
$15K ﹤0.01%
+237
1264
$15K ﹤0.01%
+1,245
1265
$15K ﹤0.01%
800
1266
$15K ﹤0.01%
333
1267
$15K ﹤0.01%
652
-337
1268
$15K ﹤0.01%
977
+2
1269
$15K ﹤0.01%
750
-20
1270
$15K ﹤0.01%
145
1271
$15K ﹤0.01%
1,150
1272
$15K ﹤0.01%
272
1273
$15K ﹤0.01%
128
1274
$15K ﹤0.01%
100
1275
$15K ﹤0.01%
+2,000
49 50
51
52 53