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
$1.24B
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,022
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$6.24M
3
+$3.95M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.37M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$3.22M

Top Sells

1
+$17.5M
2
+$7.99M
3
+$4.77M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.91M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.8M

Sector Composition

1 Technology 6.94%
2 Healthcare 5.59%
3 Industrials 4.41%
4 Financials 3.68%
5 Consumer Discretionary 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$961K 0.08%
45,161
-9,896
227
$952K 0.08%
9,943
-9,403
228
$936K 0.08%
33,377
+5,317
229
$936K 0.08%
5,194
+41
230
$934K 0.08%
17,017
+1,296
231
$926K 0.07%
15,428
-480
232
$921K 0.07%
14,952
-1,335
233
$916K 0.07%
8,212
-108
234
$915K 0.07%
42,825
-7,539
235
$904K 0.07%
6,395
-188
236
$902K 0.07%
10,370
-5,399
237
$899K 0.07%
5,320
-1,162
238
$896K 0.07%
+22,503
239
$882K 0.07%
8,325
+1,518
240
$877K 0.07%
2,661
-556
241
$874K 0.07%
10,720
-273
242
$870K 0.07%
13,112
+9,910
243
$867K 0.07%
20,282
-18,024
244
$866K 0.07%
24,651
+23,956
245
$855K 0.07%
9,376
-2,735
246
$853K 0.07%
46,862
-4,189
247
$847K 0.07%
9,384
-549
248
$840K 0.07%
35,839
-13,982
249
$838K 0.07%
1,541
-75
250
$838K 0.07%
76,300
+5,000
8 9
10
11 12