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
1326
$12K ﹤0.01%
338
1327
$12K ﹤0.01%
118
1328
$12K ﹤0.01%
193
-87
1329
$12K ﹤0.01%
1,171
-4,322
1330
$12K ﹤0.01%
373
-3
1331
$12K ﹤0.01%
648
1332
$12K ﹤0.01%
394
+350
1333
$12K ﹤0.01%
1,000
1334
$12K ﹤0.01%
155
1335
$12K ﹤0.01%
+243
1336
$12K ﹤0.01%
106
1337
$12K ﹤0.01%
600
1338
$12K ﹤0.01%
+500
1339
$12K ﹤0.01%
742
1340
$12K ﹤0.01%
300
1341
$12K ﹤0.01%
+214
1342
$12K ﹤0.01%
+410
1343
$12K ﹤0.01%
500
1344
$12K ﹤0.01%
+160
1345
$12K ﹤0.01%
209
1346
$12K ﹤0.01%
+432
1347
$12K ﹤0.01%
208
1348
$12K ﹤0.01%
68
+56
1349
$12K ﹤0.01%
+538
1350
$11K ﹤0.01%
70
52 53
54
55 56