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
1351
$11K ﹤0.01%
169
-232
1352
$11K ﹤0.01%
1,400
+700
1353
$11K ﹤0.01%
427
+316
1354
$11K ﹤0.01%
159
1355
$11K ﹤0.01%
448
-210
1356
$11K ﹤0.01%
145
1357
$11K ﹤0.01%
429
-202
1358
$11K ﹤0.01%
86
1359
$11K ﹤0.01%
1,655
+1,455
1360
$11K ﹤0.01%
604
1361
$11K ﹤0.01%
409
1362
$11K ﹤0.01%
561
1363
$11K ﹤0.01%
259
-138
1364
$11K ﹤0.01%
305
1365
$11K ﹤0.01%
621
+41
1366
$11K ﹤0.01%
356
1367
$11K ﹤0.01%
+243
1368
$11K ﹤0.01%
637
1369
$11K ﹤0.01%
190
+71
1370
$11K ﹤0.01%
350
1371
$11K ﹤0.01%
287
1372
$10K ﹤0.01%
401
-317
1373
$10K ﹤0.01%
300
1374
$10K ﹤0.01%
+100
1375
$10K ﹤0.01%
500
53 54
55
56 57