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
1701
$2K ﹤0.01%
300
1702
$2K ﹤0.01%
40
1703
$2K ﹤0.01%
+35
1704
$2K ﹤0.01%
68
1705
$2K ﹤0.01%
25
-550
1706
$2K ﹤0.01%
16
-3
1707
$2K ﹤0.01%
+32
1708
$2K ﹤0.01%
20
1709
$2K ﹤0.01%
50
1710
$2K ﹤0.01%
12
1711
$2K ﹤0.01%
400
1712
$2K ﹤0.01%
+11
1713
$1K ﹤0.01%
50
1714
$1K ﹤0.01%
23
-3
1715
$1K ﹤0.01%
43
-160
1716
$1K ﹤0.01%
12
1717
$1K ﹤0.01%
23
1718
$1K ﹤0.01%
63
1719
$1K ﹤0.01%
9
-2,400
1720
$1K ﹤0.01%
30
1721
$1K ﹤0.01%
38
1722
$1K ﹤0.01%
17
+15
1723
$1K ﹤0.01%
82
1724
$1K ﹤0.01%
200
1725
$1K ﹤0.01%
+208
67 68
69
70 71