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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
1951
– –
-59
1952
– –
-333
1953
– –
-62
1954
– –
-31
1955
$0 ﹤0.01%
27
-4
1956
– –
-2
1957
$0 ﹤0.01%
5
1958
– –
-249
1959
$0 ﹤0.01%
12
1960
$0 ﹤0.01%
21
+1
1961
– –
-659
1962
– –
-490
1963
$0 ﹤0.01%
15
1964
$0 ﹤0.01%
62
1965
– –
-1,000
1966
$0 ﹤0.01%
12
1967
– –
-200
1968
– –
-900
1969
– –
-117
1970
– –
-2,094
1971
– –
0
1972
$0 ﹤0.01%
103
1973
– –
-100
1974
– –
-2,000
1975
– –
-524
77 78
79
80 81