AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
– –
-300
1927
– –
-200
1928
– –
-100
1929
$0 ﹤0.01%
39
+1
1930
– –
-48
1931
– –
-4
1932
$0 ﹤0.01%
9
1933
$0 ﹤0.01%
2
1934
$0 ﹤0.01%
100
1935
– –
-2
1936
$0 ﹤0.01%
5
1937
– –
-249
1938
– –
-659
1939
– –
-490
1940
$0 ﹤0.01%
+11
1941
– –
-127
1942
$0 ﹤0.01%
15
1943
$0 ﹤0.01%
62
1944
– –
-1,000
1945
$0 ﹤0.01%
12
1946
$0 ﹤0.01%
6
1947
$0 ﹤0.01%
134
1948
– –
-1,600
1949
$0 ﹤0.01%
10
1950
– –
-350
76 77
78
79 80