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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
1801
$1K ﹤0.01%
235
-320
1802
$1K ﹤0.01%
97
1803
$1K ﹤0.01%
78
1804
$1K ﹤0.01%
30
1805
$1K ﹤0.01%
19
1806
$1K ﹤0.01%
+598
1807
$1K ﹤0.01%
161
1808
$1K ﹤0.01%
1,000
1809
$1K ﹤0.01%
280
-51
1810
$1K ﹤0.01%
300
1811
$1K ﹤0.01%
32
-190
1812
$1K ﹤0.01%
74
-235
1813
$1K ﹤0.01%
56
1814
$1K ﹤0.01%
15
-100
1815
$1K ﹤0.01%
9
1816
$1K ﹤0.01%
22
1817
$1K ﹤0.01%
10
1818
$1K ﹤0.01%
57
1819
$1K ﹤0.01%
+450
1820
$1K ﹤0.01%
122
1821
$1K ﹤0.01%
11
1822
$0 ﹤0.01%
6
1823
$0 ﹤0.01%
+4
1824
– –
0
1825
– –
-27
71 72
73
74 75