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
151
$1.52M 0.13%
28,410
-10,344
152
$1.51M 0.13%
35,917
+5,749
153
$1.51M 0.13%
75,444
+3,744
154
$1.47M 0.12%
48,899
-1,220
155
$1.46M 0.12%
47,294
+11,501
156
$1.45M 0.12%
4,461
-624
157
$1.45M 0.12%
8,083
-350
158
$1.44M 0.12%
11,237
-585
159
$1.43M 0.12%
13,295
-245
160
$1.43M 0.12%
8,202
-50
161
$1.43M 0.12%
15,258
-1,381
162
$1.42M 0.12%
15,021
-378
163
$1.41M 0.12%
54,474
-145
164
$1.4M 0.12%
18,348
-69
165
$1.39M 0.12%
29,015
+2,668
166
$1.39M 0.12%
45,104
-3,664
167
$1.36M 0.12%
21,802
-384
168
$1.34M 0.11%
51,822
-1,526
169
$1.34M 0.11%
26,838
+7,284
170
$1.32M 0.11%
224,920
-87,520
171
$1.32M 0.11%
61,810
+7,518
172
$1.31M 0.11%
23,974
-595
173
$1.31M 0.11%
65,205
+602
174
$1.29M 0.11%
90,711
+459
175
$1.28M 0.11%
19,753
-1,219
5 6
7
8 9