We are live on ! Find out more
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
1926
$0 ﹤0.01%
91
1927
$0 ﹤0.01%
16
1928
– –
-400
1929
– –
-41
1930
– –
-3,834
1931
$0 ﹤0.01%
40
1932
$0 ﹤0.01%
819
1933
– –
-16
1934
– –
-200
1935
– –
-1
1936
– –
-250
1937
$0 ﹤0.01%
28
-31
1938
– –
-250,000
1939
$0 ﹤0.01%
15
1940
– –
-400
1941
– –
-200
1942
– –
-205
1943
$0 ﹤0.01%
31
-211
1944
– –
-1,000
1945
– –
-2,930
1946
– –
-16,287
1947
– –
-36,990
1948
– –
-11,411
1949
– –
-1,150
1950
– –
-32
76 77
78
79 80