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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
2051
– –
-187
2052
$0 ﹤0.01%
1
2053
$0 ﹤0.01%
10
2054
– –
-347
2055
– –
-366
2056
$0 ﹤0.01%
19
2057
– –
-9,548
2058
– –
-76
2059
– –
-2,665
2060
– –
-1,608
2061
– –
-246
2062
– –
-112
2063
– –
-420
2064
– –
-27
2065
– –
-8
2066
$0 ﹤0.01%
5
-19
2067
– –
-1,459
2068
$0 ﹤0.01%
2
2069
– –
0
2070
$0 ﹤0.01%
10
-763
2071
$0 ﹤0.01%
+3
2072
– –
-25
2073
– –
-53
2074
– –
-400
2075
– –
0
80 81 82
83
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