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
1501
$6K ﹤0.01%
281
-558
1502
$6K ﹤0.01%
60
-40
1503
$6K ﹤0.01%
649
-3,016
1504
$6K ﹤0.01%
141
1505
$6K ﹤0.01%
+300
1506
$6K ﹤0.01%
1,018
1507
$6K ﹤0.01%
134
-1,395
1508
$6K ﹤0.01%
500
1509
$6K ﹤0.01%
150
1510
$6K ﹤0.01%
322
1511
$6K ﹤0.01%
306
1512
$6K ﹤0.01%
+152
1513
$6K ﹤0.01%
400
1514
$6K ﹤0.01%
225
-565
1515
$5K ﹤0.01%
100
1516
$5K ﹤0.01%
+500
1517
$5K ﹤0.01%
66
-4
1518
$5K ﹤0.01%
50
1519
$5K ﹤0.01%
4
1520
$5K ﹤0.01%
300
1521
$5K ﹤0.01%
150
1522
$5K ﹤0.01%
1,470
-1,000
1523
$5K ﹤0.01%
147
1524
$5K ﹤0.01%
206
1525
$5K ﹤0.01%
1,448
59 60
61
62 63