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
1551
$5K ﹤0.01%
+65
1552
$5K ﹤0.01%
1,209
+1,000
1553
$5K ﹤0.01%
1,232
1554
$5K ﹤0.01%
+250
1555
$5K ﹤0.01%
148
1556
$5K ﹤0.01%
+20
1557
$5K ﹤0.01%
46
+43
1558
$5K ﹤0.01%
202
-2,348
1559
$5K ﹤0.01%
30
-57
1560
$5K ﹤0.01%
76
1561
$5K ﹤0.01%
125
-1,209
1562
$5K ﹤0.01%
100
1563
$5K ﹤0.01%
95
+70
1564
$5K ﹤0.01%
+75
1565
$5K ﹤0.01%
500
-500
1566
$5K ﹤0.01%
1,000
1567
$5K ﹤0.01%
269
-300
1568
$5K ﹤0.01%
216
-499
1569
$5K ﹤0.01%
310
1570
$5K ﹤0.01%
500
1571
$5K ﹤0.01%
76
1572
$5K ﹤0.01%
200
1573
$5K ﹤0.01%
+500
1574
$4K ﹤0.01%
+25
1575
$4K ﹤0.01%
500
61 62
63
64 65