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
1376
$10K ﹤0.01%
146
1377
$10K ﹤0.01%
100
1378
$10K ﹤0.01%
+300
1379
$10K ﹤0.01%
740
1380
$10K ﹤0.01%
+351
1381
$10K ﹤0.01%
180
1382
$10K ﹤0.01%
32
1383
$10K ﹤0.01%
225
1384
$10K ﹤0.01%
284
1385
$10K ﹤0.01%
81
-39
1386
$10K ﹤0.01%
125
1387
$10K ﹤0.01%
329
1388
$10K ﹤0.01%
567
1389
$9K ﹤0.01%
351
1390
$9K ﹤0.01%
+416
1391
$9K ﹤0.01%
2,000
1392
$9K ﹤0.01%
337
1393
$9K ﹤0.01%
93
1394
$9K ﹤0.01%
+500
1395
$9K ﹤0.01%
140
-37
1396
$9K ﹤0.01%
415
1397
$9K ﹤0.01%
391
+58
1398
$9K ﹤0.01%
80
1399
$9K ﹤0.01%
681
1400
$9K ﹤0.01%
2,691
+2
54 55
56
57 58