AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
1476
$7K ﹤0.01%
300
1477
$7K ﹤0.01%
+500
1478
$7K ﹤0.01%
273
-267
1479
$6K ﹤0.01%
123
-1
1480
$6K ﹤0.01%
193
1481
$6K ﹤0.01%
+600
1482
$6K ﹤0.01%
91
1483
$6K ﹤0.01%
+1,322
1484
$6K ﹤0.01%
300
1485
$6K ﹤0.01%
1,018
1486
$6K ﹤0.01%
134
-1,395
1487
$6K ﹤0.01%
500
1488
$6K ﹤0.01%
150
1489
$6K ﹤0.01%
322
1490
$6K ﹤0.01%
306
1491
$6K ﹤0.01%
100
1492
$6K ﹤0.01%
381
1493
$6K ﹤0.01%
+200
1494
$6K ﹤0.01%
70
1495
$6K ﹤0.01%
127
-414
1496
$6K ﹤0.01%
214
+2
1497
$6K ﹤0.01%
+82
1498
$6K ﹤0.01%
100
1499
$6K ﹤0.01%
+341
1500
$6K ﹤0.01%
171
-987
58 59
60
61 62