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
251
$825K 0.07%
56,922
+11,391
252
$809K 0.07%
18,610
+5,622
253
$796K 0.06%
15,621
+724
254
$791K 0.06%
15,318
255
$788K 0.06%
9,431
-50
256
$773K 0.06%
13,614
+169
257
$767K 0.06%
14,822
+1,405
258
$766K 0.06%
8,582
-3,948
259
$761K 0.06%
90,176
+31,985
260
$759K 0.06%
9,350
-386
261
$756K 0.06%
32,484
-1,686
262
$754K 0.06%
4,508
+587
263
$752K 0.06%
1,701
-79
264
$744K 0.06%
10,708
+3,448
265
$743K 0.06%
47,925
+8,100
266
$743K 0.06%
10,101
+4,178
267
$734K 0.06%
8,688
+80
268
$730K 0.06%
31,413
+1,845
269
$722K 0.06%
18,620
-20,183
270
$712K 0.06%
1,976
-298
271
$702K 0.06%
9,765
-1,794
272
$696K 0.06%
6,842
-494
273
$695K 0.06%
12,731
-476
274
$692K 0.06%
2,108
+39
275
$691K 0.06%
4,250
+140
9 10
11
12 13