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
1726
$1K ﹤0.01%
28
1727
$1K ﹤0.01%
21
+3
1728
$1K ﹤0.01%
13
-41
1729
$1K ﹤0.01%
25
1730
$1K ﹤0.01%
23
1731
$1K ﹤0.01%
46
1732
$1K ﹤0.01%
95
1733
$1K ﹤0.01%
20
1734
$1K ﹤0.01%
3
1735
$1K ﹤0.01%
50
1736
$1K ﹤0.01%
9
1737
$1K ﹤0.01%
7
-120
1738
$1K ﹤0.01%
52
1739
$1K ﹤0.01%
20
1740
$1K ﹤0.01%
22
1741
$1K ﹤0.01%
+5
1742
$1K ﹤0.01%
44
1743
$1K ﹤0.01%
400
1744
$1K ﹤0.01%
450
1745
$1K ﹤0.01%
20
1746
$1K ﹤0.01%
15
1747
$1K ﹤0.01%
47
1748
$1K ﹤0.01%
37
1749
$1K ﹤0.01%
9
1750
$1K ﹤0.01%
19
68 69
70
71 72