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
1926
$0 ﹤0.01%
134
1927
– –
-1,600
1928
$0 ﹤0.01%
10
1929
– –
-350
1930
– –
-8,800
1931
$0 ﹤0.01%
+11
1932
– –
-127
1933
$0 ﹤0.01%
6
1934
– –
-200
1935
– –
0
1936
– –
-27
1937
– –
-550
1938
– –
-3
1939
– –
-500
1940
$0 ﹤0.01%
+1
1941
– –
-1,300
1942
$0 ﹤0.01%
91
1943
$0 ﹤0.01%
16
1944
$0 ﹤0.01%
40
1945
$0 ﹤0.01%
351
1946
$0 ﹤0.01%
400
1947
– –
-400
1948
– –
-732
1949
$0 ﹤0.01%
230
+30
1950
– –
-1,000
76 77
78
79 80