AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
1851
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-1,608
1852
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1853
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1854
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-420
1855
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-27
1856
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-8
1857
$0 ﹤0.01%
5
-19
1858
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-1,459
1859
$0 ﹤0.01%
2
1860
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0
1861
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+3
1862
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-25
1863
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-53
1864
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-400
1865
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0
1866
$0 ﹤0.01%
1
1867
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-56
1868
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-101
1869
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-300
1870
– –
-3,750
1871
– –
-400
1872
$0 ﹤0.01%
100
1873
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-50
1874
$0 ﹤0.01%
1
1875
– –
-245
73 74
75
76 77