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
1976
$0 ﹤0.01%
2
1977
– –
-15
1978
$0 ﹤0.01%
10
1979
– –
-250
1980
$0 ﹤0.01%
3
1981
$0 ﹤0.01%
6
1982
– –
-1,484
1983
– –
-95
1984
$0 ﹤0.01%
57
1985
– –
-200
1986
$0 ﹤0.01%
1
1987
– –
-5
1988
– –
-1,000
1989
$0 ﹤0.01%
+20
1990
– –
-40
1991
– –
-673
1992
$0 ﹤0.01%
+3
1993
$0 ﹤0.01%
131
-2,943
1994
– –
-433
1995
– –
-976
1996
$0 ﹤0.01%
26
1997
– –
-204
1998
– –
-20
1999
– –
-1,046
2000
– –
-3,500
78 79
80
81 82