AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.85%
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 3.95%
5 Consumer Discretionary 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2076
$0 ﹤0.01%
3
2077
$0 ﹤0.01%
6
2078
– –
-1,484
2079
– –
-500
2080
– –
-45
2081
– –
-62
2082
– –
-1,275
2083
– –
-95
2084
$0 ﹤0.01%
57
2085
– –
-200
2086
$0 ﹤0.01%
1
2087
– –
-190
2088
– –
-631
2089
$0 ﹤0.01%
1
2090
$0 ﹤0.01%
100
2091
– –
-9,548
2092
– –
-76
2093
– –
-900
2094
– –
-8,200
2095
– –
-127
80 81 82 83
84