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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
1826
– –
-550
1827
$0 ﹤0.01%
40
1828
$0 ﹤0.01%
351
1829
$0 ﹤0.01%
400
1830
– –
-732
1831
$0 ﹤0.01%
230
+30
1832
– –
-1,000
1833
– –
-500
1834
$0 ﹤0.01%
+12
1835
– –
-300
1836
– –
-800
1837
– –
-11
1838
– –
-16,970
1839
– –
-549
1840
– –
-75
1841
$0 ﹤0.01%
1
1842
– –
-110
1843
– –
-1,200
1844
– –
-5,405
1845
– –
-11
1846
$0 ﹤0.01%
+7
1847
– –
-25,506
1848
– –
-1,102
1849
– –
-66
1850
– –
0
72 73
74
75 76