AF

Advisornet Financial Portfolio holdings

AUM $1.93B
1-Year Est. Return 18.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.58%
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
+$5.12M
2
+$4.33M
3
+$4.13M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$4.12M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.4M

Top Sells

1
+$4.95M
2
+$4.9M
3
+$3.8M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$3.55M
5
MMM icon
3M
MMM
+$1.78M

Sector Composition

1 Technology 6.07%
2 Healthcare 5.53%
3 Industrials 4.95%
4 Financials 3.95%
5 Consumer Discretionary 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
$8K ﹤0.01%
400
1427
$8K ﹤0.01%
+164
1428
$8K ﹤0.01%
+200
1429
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140
1430
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53
1431
$8K ﹤0.01%
89
+25
1432
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152
-1,915
1433
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120
+40
1434
$8K ﹤0.01%
850
1435
$8K ﹤0.01%
100
-50
1436
$8K ﹤0.01%
545
+204
1437
$8K ﹤0.01%
300
1438
$8K ﹤0.01%
+750
1439
$8K ﹤0.01%
700
-700
1440
$8K ﹤0.01%
117
1441
$8K ﹤0.01%
38
-250
1442
$8K ﹤0.01%
108
1443
$8K ﹤0.01%
200
1444
$8K ﹤0.01%
+100
1445
$8K ﹤0.01%
600
-362
1446
$8K ﹤0.01%
+47
1447
$8K ﹤0.01%
113
1448
$8K ﹤0.01%
365
1449
$8K ﹤0.01%
630
1450
$7K ﹤0.01%
+296
56 57
58
59 60