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
1601
$4K ﹤0.01%
75
1602
$4K ﹤0.01%
55
-172
1603
$4K ﹤0.01%
+280
1604
$3K ﹤0.01%
62
-408
1605
$3K ﹤0.01%
108
+2
1606
$3K ﹤0.01%
200
1607
$3K ﹤0.01%
11
-150
1608
$3K ﹤0.01%
47
1609
$3K ﹤0.01%
100
1610
$3K ﹤0.01%
50
-6,163
1611
$3K ﹤0.01%
16
1612
$3K ﹤0.01%
100
1613
$3K ﹤0.01%
100
1614
$3K ﹤0.01%
175
-125
1615
$3K ﹤0.01%
152
-57
1616
$3K ﹤0.01%
+132
1617
$3K ﹤0.01%
80
1618
$3K ﹤0.01%
167
+71
1619
$3K ﹤0.01%
100
1620
$3K ﹤0.01%
250
1621
$3K ﹤0.01%
41
1622
$3K ﹤0.01%
95
+3
1623
$3K ﹤0.01%
700
1624
$3K ﹤0.01%
45
-255
1625
$3K ﹤0.01%
+119
63 64
65
66 67