AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$999M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,095
New
Increased
Reduced
Closed

Top Sells

1 +$1.22M
2 +$1.16M
3 +$1.06M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$960K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$910K

Sector Composition

1 Technology 7.11%
2 Healthcare 5.77%
3 Financials 4.46%
4 Industrials 4.36%
5 Consumer Staples 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1351
$9K ﹤0.01%
1,257
+5
1352
$9K ﹤0.01%
129
1353
$9K ﹤0.01%
300
+200
1354
$9K ﹤0.01%
163
1355
$9K ﹤0.01%
+600
1356
$9K ﹤0.01%
2,500
1357
$9K ﹤0.01%
47
1358
$9K ﹤0.01%
41
+30
1359
$9K ﹤0.01%
424
1360
$9K ﹤0.01%
108
+14
1361
$9K ﹤0.01%
200
+95
1362
$9K ﹤0.01%
5,000
+1,000
1363
$9K ﹤0.01%
400
1364
$8K ﹤0.01%
68
+45
1365
$8K ﹤0.01%
150
1366
$8K ﹤0.01%
+424
1367
$8K ﹤0.01%
1,386
1368
$8K ﹤0.01%
123
1369
$8K ﹤0.01%
1,200
1370
$8K ﹤0.01%
420
1371
$8K ﹤0.01%
709
+379
1372
$8K ﹤0.01%
125
1373
$8K ﹤0.01%
1,718
1374
$8K ﹤0.01%
237
1375
$8K ﹤0.01%
271