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
1801
$1K ﹤0.01%
78
1802
$1K ﹤0.01%
36
1803
$1K ﹤0.01%
9
1804
$1K ﹤0.01%
50
1805
$1K ﹤0.01%
39
1806
$1K ﹤0.01%
400
1807
$1K ﹤0.01%
7
1808
$1K ﹤0.01%
96
1809
$1K ﹤0.01%
605
1810
$1K ﹤0.01%
235
-320
1811
$1K ﹤0.01%
97
1812
$1K ﹤0.01%
78
1813
$1K ﹤0.01%
30
1814
$1K ﹤0.01%
19
1815
$1K ﹤0.01%
+598
1816
$1K ﹤0.01%
161
1817
$1K ﹤0.01%
1,000
1818
$1K ﹤0.01%
280
-51
1819
$1K ﹤0.01%
300
1820
$1K ﹤0.01%
32
-190
1821
$1K ﹤0.01%
74
-235
1822
– –
-333
1823
– –
-62
1824
– –
-31
1825
$0 ﹤0.01%
27
-4
71 72
73
74 75