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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
1676
$2K ﹤0.01%
50
1677
$2K ﹤0.01%
474
1678
$2K ﹤0.01%
60
1679
$2K ﹤0.01%
430
1680
$2K ﹤0.01%
+62
1681
$2K ﹤0.01%
45
-1,632
1682
$2K ﹤0.01%
+89
1683
$2K ﹤0.01%
490
1684
$2K ﹤0.01%
357
1685
$2K ﹤0.01%
65
1686
$2K ﹤0.01%
49
1687
$2K ﹤0.01%
40
1688
$2K ﹤0.01%
+2
1689
$2K ﹤0.01%
+41
1690
– –
0
1691
$2K ﹤0.01%
55
1692
$2K ﹤0.01%
300
1693
$2K ﹤0.01%
40
1694
$2K ﹤0.01%
+35
1695
$2K ﹤0.01%
520
+500
1696
$2K ﹤0.01%
68
1697
$2K ﹤0.01%
25
-550
1698
$2K ﹤0.01%
16
-3
1699
$2K ﹤0.01%
+32
1700
$2K ﹤0.01%
20
66 67
68
69 70