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
1676
$2K ﹤0.01%
11
1677
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176
1678
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109
1679
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42
1680
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100
-400
1681
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119
+35
1682
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6
1683
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+88
1684
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27
1685
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21
1686
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74
1687
$2K ﹤0.01%
+200
1688
$2K ﹤0.01%
+14
1689
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73
1690
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127
1691
$2K ﹤0.01%
+100
1692
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29
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1693
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60
1694
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17
-15
1695
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50
1696
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474
1697
$2K ﹤0.01%
60
1698
$2K ﹤0.01%
430
1699
$2K ﹤0.01%
490
1700
$2K ﹤0.01%
357
66 67
68
69 70