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
1276
$14K ﹤0.01%
496
-698
1277
$14K ﹤0.01%
75
-20
1278
$14K ﹤0.01%
563
1279
$14K ﹤0.01%
248
+93
1280
$14K ﹤0.01%
296
-133
1281
$14K ﹤0.01%
275
1282
$14K ﹤0.01%
398
+72
1283
$14K ﹤0.01%
470
1284
$14K ﹤0.01%
1,765
-5,300
1285
$14K ﹤0.01%
100
1286
$14K ﹤0.01%
91
1287
$14K ﹤0.01%
842
1288
$14K ﹤0.01%
1,833
1289
$14K ﹤0.01%
+131
1290
$14K ﹤0.01%
300
1291
$14K ﹤0.01%
2,100
1292
$14K ﹤0.01%
56
1293
$14K ﹤0.01%
+160
1294
$14K ﹤0.01%
288
-3,907
1295
$14K ﹤0.01%
900
1296
$14K ﹤0.01%
95
1297
$14K ﹤0.01%
+406
1298
$14K ﹤0.01%
84
-2
1299
$13K ﹤0.01%
262
-2,267
1300
$13K ﹤0.01%
700
50 51
52
53 54