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
1851
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-100
1852
$0 ﹤0.01%
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1853
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1854
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-4,000
1855
$0 ﹤0.01%
22
+16
1856
$0 ﹤0.01%
10
1857
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-300
1858
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-441
1859
– –
-1,732
1860
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1861
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-348
1862
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0
1863
$0 ﹤0.01%
15
1864
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1865
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11
1866
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-1,264
1867
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0
1868
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-500
1869
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-40
1870
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0
1871
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1872
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-500
1873
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1874
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-4
1875
– –
-600
73 74
75
76 77