AF

Advisornet Financial Portfolio holdings

AUM $1.93B
1-Year Est. Return 18.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.58%
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
1651
$2K ﹤0.01%
+50
1652
$2K ﹤0.01%
49
1653
$2K ﹤0.01%
10
1654
$2K ﹤0.01%
78
1655
$2K ﹤0.01%
629
+284
1656
$2K ﹤0.01%
11
1657
$2K ﹤0.01%
122
-290
1658
$2K ﹤0.01%
26
1659
$2K ﹤0.01%
30
1660
$2K ﹤0.01%
27
1661
$2K ﹤0.01%
21
1662
$2K ﹤0.01%
74
1663
$2K ﹤0.01%
+200
1664
$2K ﹤0.01%
+14
1665
$2K ﹤0.01%
73
1666
$2K ﹤0.01%
127
1667
$2K ﹤0.01%
+100
1668
$2K ﹤0.01%
29
-70
1669
$2K ﹤0.01%
60
1670
$2K ﹤0.01%
17
-15
1671
$2K ﹤0.01%
520
+500
1672
$2K ﹤0.01%
68
1673
$2K ﹤0.01%
25
-550
1674
$2K ﹤0.01%
16
-3
1675
$2K ﹤0.01%
+32
65 66
67
68 69