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
1626
$3K ﹤0.01%
7
1627
$3K ﹤0.01%
+47
1628
$3K ﹤0.01%
66
-18
1629
$3K ﹤0.01%
29
+8
1630
$3K ﹤0.01%
34
1631
$3K ﹤0.01%
737
1632
$3K ﹤0.01%
+185
1633
$3K ﹤0.01%
+125
1634
$3K ﹤0.01%
10
1635
$3K ﹤0.01%
176
+167
1636
$3K ﹤0.01%
640
1637
$3K ﹤0.01%
60
-200
1638
$3K ﹤0.01%
+99
1639
$3K ﹤0.01%
+200
1640
$3K ﹤0.01%
+500
1641
$3K ﹤0.01%
102
+2
1642
$3K ﹤0.01%
+102
1643
$3K ﹤0.01%
701
-2,785
1644
$2K ﹤0.01%
520
+500
1645
$2K ﹤0.01%
100
+81
1646
$2K ﹤0.01%
18
1647
$2K ﹤0.01%
41
-333
1648
$2K ﹤0.01%
25
1649
$2K ﹤0.01%
11
1650
$2K ﹤0.01%
50
64 65
66
67 68