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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
1776
$1K ﹤0.01%
+44
1777
$1K ﹤0.01%
17
1778
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58
1779
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6
1780
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4
1781
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-57
1782
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11
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27
-750
1785
$1K ﹤0.01%
90
1786
$1K ﹤0.01%
32
1787
$1K ﹤0.01%
28
1788
$1K ﹤0.01%
+26
1789
$1K ﹤0.01%
3
1790
$1K ﹤0.01%
159
1791
$1K ﹤0.01%
300
1792
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78
1793
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36
1794
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1795
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50
1796
$1K ﹤0.01%
39
1797
$1K ﹤0.01%
400
1798
$1K ﹤0.01%
7
1799
$1K ﹤0.01%
96
1800
$1K ﹤0.01%
605