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
1476
$7K ﹤0.01%
300
1477
$7K ﹤0.01%
+500
1478
$7K ﹤0.01%
273
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1479
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1480
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1481
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1482
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+200
1483
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-1
1484
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1485
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70
1486
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127
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1487
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+2
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$6K ﹤0.01%
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1489
$6K ﹤0.01%
+600
1490
$6K ﹤0.01%
+341
1491
$6K ﹤0.01%
171
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1492
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1493
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1494
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300
1495
$6K ﹤0.01%
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1496
$6K ﹤0.01%
300
1497
$6K ﹤0.01%
90
1498
$6K ﹤0.01%
91
1499
$6K ﹤0.01%
+1,322
1500
$6K ﹤0.01%
300
58 59
60
61 62