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
1526
$5K ﹤0.01%
70
-430
1527
$5K ﹤0.01%
+900
1528
$5K ﹤0.01%
93
1529
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66
-4
1530
$5K ﹤0.01%
50
1531
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4
1532
$5K ﹤0.01%
300
1533
$5K ﹤0.01%
150
1534
$5K ﹤0.01%
1,470
-1,000
1535
$5K ﹤0.01%
147
1536
$5K ﹤0.01%
206
1537
$5K ﹤0.01%
1,448
1538
$5K ﹤0.01%
101
1539
$5K ﹤0.01%
+125
1540
$5K ﹤0.01%
50
1541
$5K ﹤0.01%
107
1542
$5K ﹤0.01%
250
1543
$5K ﹤0.01%
150
1544
$5K ﹤0.01%
+2,026
1545
$5K ﹤0.01%
49
1546
$5K ﹤0.01%
400
1547
$5K ﹤0.01%
+121
1548
$5K ﹤0.01%
99
1549
$5K ﹤0.01%
+250
1550
$5K ﹤0.01%
+200
60 61
62
63 64