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
1401
$9K ﹤0.01%
+93
1402
$9K ﹤0.01%
169
1403
$9K ﹤0.01%
2,423
-3,595
1404
$9K ﹤0.01%
+525
1405
$9K ﹤0.01%
1,000
1406
$9K ﹤0.01%
185
1407
$9K ﹤0.01%
+25
1408
$9K ﹤0.01%
700
-200
1409
$9K ﹤0.01%
58
1410
$9K ﹤0.01%
186
-624
1411
$9K ﹤0.01%
318
1412
$9K ﹤0.01%
+800
1413
$9K ﹤0.01%
+495
1414
$9K ﹤0.01%
708
+64
1415
$9K ﹤0.01%
525
+87
1416
$9K ﹤0.01%
8,200
1417
$9K ﹤0.01%
454
1418
$8K ﹤0.01%
140
1419
$8K ﹤0.01%
+216
1420
$8K ﹤0.01%
+750
1421
$8K ﹤0.01%
700
-700
1422
$8K ﹤0.01%
117
1423
$8K ﹤0.01%
38
-250
1424
$8K ﹤0.01%
108
1425
$8K ﹤0.01%
200
55 56
57
58 59