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
1651
$2K ﹤0.01%
30
1652
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1653
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54
1654
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+62
1655
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45
-1,632
1656
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+89
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+2
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+41
1659
– –
0
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55
1661
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50
1662
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12
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$2K ﹤0.01%
400
1664
$2K ﹤0.01%
+11
1665
$2K ﹤0.01%
18
1666
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41
-333
1667
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11
1668
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50
1669
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97
1670
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62
1671
$2K ﹤0.01%
+50
1672
$2K ﹤0.01%
49
1673
$2K ﹤0.01%
10
1674
$2K ﹤0.01%
78
1675
$2K ﹤0.01%
629
+284
65 66
67
68 69