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
1301
$13K ﹤0.01%
207
-55
1302
$13K ﹤0.01%
309
1303
$13K ﹤0.01%
+1,550
1304
$13K ﹤0.01%
272
1305
$13K ﹤0.01%
1,200
+700
1306
$13K ﹤0.01%
249
1307
$13K ﹤0.01%
196
1308
$13K ﹤0.01%
1,327
1309
$13K ﹤0.01%
1,000
1310
$13K ﹤0.01%
376
+293
1311
$13K ﹤0.01%
856
-319
1312
$13K ﹤0.01%
309
+8
1313
$13K ﹤0.01%
265
+98
1314
$13K ﹤0.01%
120
1315
$13K ﹤0.01%
+100
1316
$13K ﹤0.01%
92
-50
1317
$13K ﹤0.01%
432
1318
$13K ﹤0.01%
141
-56
1319
$13K ﹤0.01%
1,300
1320
$13K ﹤0.01%
125
1321
$13K ﹤0.01%
764
-2,560
1322
$12K ﹤0.01%
200
-1,600
1323
$12K ﹤0.01%
1,512
1324
$12K ﹤0.01%
654
+301
1325
$12K ﹤0.01%
203
51 52
53
54 55