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
1926
$0 ﹤0.01%
19
1927
– –
-245
1928
– –
-500
1929
– –
-16,970
1930
– –
-549
1931
– –
-75
1932
$0 ﹤0.01%
1
1933
– –
-110
1934
– –
-1,200
1935
– –
-5,405
1936
– –
-11
1937
$0 ﹤0.01%
+7
1938
– –
-25,506
1939
– –
-1,102
1940
– –
-66
1941
– –
-300
1942
– –
0
1943
– –
-100
1944
$0 ﹤0.01%
13
1945
$0 ﹤0.01%
5
1946
– –
-4,000
1947
$0 ﹤0.01%
22
+16
1948
$0 ﹤0.01%
10
1949
– –
-300
1950
– –
-441
76 77
78
79 80