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
1501
$6K ﹤0.01%
36
1502
$6K ﹤0.01%
+162
1503
$6K ﹤0.01%
300
1504
$6K ﹤0.01%
150
1505
$6K ﹤0.01%
300
1506
$6K ﹤0.01%
90
1507
$6K ﹤0.01%
281
-558
1508
$6K ﹤0.01%
60
-40
1509
$6K ﹤0.01%
649
-3,016
1510
$6K ﹤0.01%
141
1511
$6K ﹤0.01%
+300
1512
$6K ﹤0.01%
+152
1513
$6K ﹤0.01%
400
1514
$6K ﹤0.01%
225
-565
1515
$5K ﹤0.01%
269
-323
1516
$5K ﹤0.01%
153
+6
1517
$5K ﹤0.01%
51
+1
1518
$5K ﹤0.01%
190
1519
$5K ﹤0.01%
124
1520
$5K ﹤0.01%
+200
1521
$5K ﹤0.01%
285
1522
$5K ﹤0.01%
235
-360
1523
$5K ﹤0.01%
80
1524
$5K ﹤0.01%
+325
1525
$5K ﹤0.01%
1,000
59 60
61
62 63