AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
1726
$1K ﹤0.01%
62
1727
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35
1728
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70
1729
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56
1730
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69
1731
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11
1732
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31
-1
1733
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464
1734
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11
1735
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17
1736
$1K ﹤0.01%
36
-1,125
1737
$1K ﹤0.01%
+44
1738
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27
-750
1739
$1K ﹤0.01%
90
1740
$1K ﹤0.01%
32
1741
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28
1742
$1K ﹤0.01%
+26
1743
$1K ﹤0.01%
3
1744
$1K ﹤0.01%
5
1745
$1K ﹤0.01%
300
1746
$1K ﹤0.01%
78
1747
$1K ﹤0.01%
36
1748
$1K ﹤0.01%
605
1749
$1K ﹤0.01%
235
-320
1750
$1K ﹤0.01%
97
68 69
70
71 72