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
1426
$8K ﹤0.01%
+100
1427
$8K ﹤0.01%
600
-362
1428
$8K ﹤0.01%
+47
1429
$8K ﹤0.01%
113
1430
$8K ﹤0.01%
365
1431
$8K ﹤0.01%
630
1432
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500
+200
1433
$8K ﹤0.01%
187
1434
$8K ﹤0.01%
362
1435
$8K ﹤0.01%
325
1436
$8K ﹤0.01%
546
1437
$8K ﹤0.01%
435
1438
$8K ﹤0.01%
170
1439
$8K ﹤0.01%
400
1440
$8K ﹤0.01%
+164
1441
$8K ﹤0.01%
+200
1442
$8K ﹤0.01%
53
1443
$8K ﹤0.01%
89
+25
1444
$8K ﹤0.01%
152
-1,915
1445
$8K ﹤0.01%
120
+40
1446
$8K ﹤0.01%
850
1447
$8K ﹤0.01%
100
-50
1448
$8K ﹤0.01%
545
+204
1449
$8K ﹤0.01%
300
1450
$7K ﹤0.01%
+296
56 57
58
59 60