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
126
$1.99M 0.17%
171,016
-15,360
127
$1.98M 0.17%
19,417
-1,451
128
$1.97M 0.17%
13,315
-886
129
$1.96M 0.17%
72,404
+790
130
$1.95M 0.17%
51,973
+194
131
$1.94M 0.16%
43,064
+583
132
$1.92M 0.16%
16,614
-375
133
$1.9M 0.16%
21,952
+2,629
134
$1.89M 0.16%
40,551
-1,148
135
$1.87M 0.16%
16,188
-2,733
136
$1.84M 0.16%
62,176
+7,676
137
$1.83M 0.16%
15,216
-4,507
138
$1.75M 0.15%
40,756
-1,634
139
$1.74M 0.15%
8,183
-189
140
$1.71M 0.14%
69,270
+1,284
141
$1.7M 0.14%
8,008
-1,180
142
$1.7M 0.14%
33,721
-562
143
$1.67M 0.14%
41,090
+5,295
144
$1.66M 0.14%
49,742
+1,026
145
$1.63M 0.14%
42,811
+3,325
146
$1.61M 0.14%
29,184
+7,575
147
$1.57M 0.13%
7,610
+818
148
$1.55M 0.13%
38,331
-287
149
$1.53M 0.13%
11,187
-201
150
$1.52M 0.13%
27,930
-1,275
4 5
6
7 8