AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.85%
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 3.95%
5 Consumer Discretionary 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1876
– –
-21
1877
$0 ﹤0.01%
12
1878
$0 ﹤0.01%
7
1879
$0 ﹤0.01%
1
1880
– –
-500
1881
– –
-800
1882
$0 ﹤0.01%
5
1883
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-2,726
1884
$0 ﹤0.01%
9
1885
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-200
1886
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-200
1887
– –
-50
1888
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-187
1889
$0 ﹤0.01%
+12
1890
– –
-347
1891
– –
-366
1892
$0 ﹤0.01%
19
1893
– –
-2,665
1894
– –
-1,608
1895
– –
-246
1896
– –
-112
1897
– –
-420
1898
– –
-27
1899
– –
-8
1900
$0 ﹤0.01%
5
-19
74 75
76
77 78