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
1951
– –
-8,800
1952
– –
-27
1953
– –
-550
1954
– –
-3
1955
– –
-500
1956
$0 ﹤0.01%
+1
1957
– –
-1,300
1958
$0 ﹤0.01%
91
1959
$0 ﹤0.01%
16
1960
$0 ﹤0.01%
40
1961
$0 ﹤0.01%
351
1962
$0 ﹤0.01%
40
1963
$0 ﹤0.01%
819
1964
– –
-16
1965
– –
-200
1966
– –
-1
1967
$0 ﹤0.01%
+4
1968
$0 ﹤0.01%
1
1969
– –
-9,548
1970
$0 ﹤0.01%
10
1971
$0 ﹤0.01%
1
1972
– –
0
1973
$0 ﹤0.01%
12
1974
– –
-1,500
1975
– –
-120
77 78
79
80 81