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
176
$1.27M 0.11%
63,597
-1,959
177
$1.27M 0.11%
9,881
+87
178
$1.26M 0.11%
14,248
-87
179
$1.25M 0.11%
53,624
+1,000
180
$1.25M 0.11%
10,403
-516
181
$1.24M 0.11%
43,712
+3,858
182
$1.24M 0.1%
11,082
-230
183
$1.23M 0.1%
16,233
+4,470
184
$1.22M 0.1%
42,612
-646
185
$1.21M 0.1%
56,987
+10,868
186
$1.21M 0.1%
13,040
+1,792
187
$1.2M 0.1%
4,019
-135
188
$1.2M 0.1%
6,613
-1,521
189
$1.18M 0.1%
50,176
190
$1.17M 0.1%
20,989
+3,932
191
$1.15M 0.1%
11,389
+2,009
192
$1.15M 0.1%
6,091
-271
193
$1.14M 0.1%
7,159
+236
194
$1.14M 0.1%
14,001
-532
195
$1.14M 0.1%
3,865
+92
196
$1.11M 0.09%
10,832
-439
197
$1.11M 0.09%
16,680
-2,100
198
$1.11M 0.09%
18,811
-3,372
199
$1.11M 0.09%
14,903
-2,116
200
$1.1M 0.09%
57,206
-1,952
6 7
8
9 10