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
1501
$6K ﹤0.01%
214
+2
1502
$6K ﹤0.01%
+82
1503
$6K ﹤0.01%
100
1504
$6K ﹤0.01%
+600
1505
$6K ﹤0.01%
+341
1506
$6K ﹤0.01%
171
-987
1507
$6K ﹤0.01%
36
1508
$6K ﹤0.01%
+162
1509
$6K ﹤0.01%
300
1510
$6K ﹤0.01%
150
1511
$6K ﹤0.01%
300
1512
$6K ﹤0.01%
90
1513
$6K ﹤0.01%
91
1514
$6K ﹤0.01%
+1,322
1515
$5K ﹤0.01%
66
-4
1516
$5K ﹤0.01%
50
1517
$5K ﹤0.01%
4
1518
$5K ﹤0.01%
300
1519
$5K ﹤0.01%
150
1520
$5K ﹤0.01%
1,470
-1,000
1521
$5K ﹤0.01%
147
1522
$5K ﹤0.01%
206
1523
$5K ﹤0.01%
202
-2,348
1524
$5K ﹤0.01%
76
1525
$5K ﹤0.01%
200
59 60
61
62 63