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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
1701
$2K ﹤0.01%
50
1702
$2K ﹤0.01%
12
1703
$2K ﹤0.01%
400
1704
$2K ﹤0.01%
629
+284
1705
$2K ﹤0.01%
11
1706
$2K ﹤0.01%
176
1707
$2K ﹤0.01%
38
1708
$2K ﹤0.01%
109
1709
$2K ﹤0.01%
42
1710
$2K ﹤0.01%
100
-400
1711
$2K ﹤0.01%
119
+35
1712
$2K ﹤0.01%
122
-290
1713
$1K ﹤0.01%
23
1714
$1K ﹤0.01%
5
1715
$1K ﹤0.01%
63
1716
$1K ﹤0.01%
9
-2,400
1717
$1K ﹤0.01%
30
1718
$1K ﹤0.01%
38
1719
$1K ﹤0.01%
17
+15
1720
$1K ﹤0.01%
82
1721
$1K ﹤0.01%
200
1722
$1K ﹤0.01%
+69
1723
$1K ﹤0.01%
28
1724
$1K ﹤0.01%
21
+3
1725
$1K ﹤0.01%
13
-41
67 68
69
70 71