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
1776
$1K ﹤0.01%
11
1777
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1778
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30
1779
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31
-1
1780
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1781
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1782
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11
1783
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1784
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36
-1,125
1785
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+44
1786
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17
1787
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1788
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6
1789
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4
1790
$1K ﹤0.01%
12
-57
1791
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11
1792
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27
-750
1793
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1794
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1795
$1K ﹤0.01%
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1796
$1K ﹤0.01%
+26
1797
$1K ﹤0.01%
3
1798
$1K ﹤0.01%
159
1799
$1K ﹤0.01%
5
1800
$1K ﹤0.01%
300
70 71
72
73 74