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
1701
$2K ﹤0.01%
490
1702
$2K ﹤0.01%
357
1703
$2K ﹤0.01%
65
1704
$2K ﹤0.01%
49
1705
$2K ﹤0.01%
40
1706
$2K ﹤0.01%
+2
1707
$2K ﹤0.01%
+41
1708
– –
0
1709
$2K ﹤0.01%
55
1710
$2K ﹤0.01%
300
1711
$2K ﹤0.01%
40
1712
$2K ﹤0.01%
+35
1713
$1K ﹤0.01%
5
1714
$1K ﹤0.01%
23
1715
$1K ﹤0.01%
21
+3
1716
$1K ﹤0.01%
13
-41
1717
$1K ﹤0.01%
25
1718
$1K ﹤0.01%
1
1719
$1K ﹤0.01%
46
1720
$1K ﹤0.01%
95
1721
$1K ﹤0.01%
20
1722
$1K ﹤0.01%
3
1723
$1K ﹤0.01%
50
1724
$1K ﹤0.01%
9
1725
$1K ﹤0.01%
50
67 68
69
70 71