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
276
$691K 0.06%
17,733
-122
277
$691K 0.06%
20,546
+1,723
278
$688K 0.06%
29,600
279
$687K 0.06%
1,769
-7
280
$686K 0.06%
12,416
-966
281
$682K 0.06%
8,516
+25
282
$680K 0.05%
17,524
+10,130
283
$677K 0.05%
10,050
-1,121
284
$669K 0.05%
82,188
+8,336
285
$668K 0.05%
28,873
-15,568
286
$664K 0.05%
28,266
+2,463
287
$661K 0.05%
5,797
+311
288
$659K 0.05%
29,024
-1,675
289
$659K 0.05%
30,198
-2,358
290
$651K 0.05%
36,600
291
$649K 0.05%
4,564
+1,160
292
$647K 0.05%
59,220
+4,900
293
$646K 0.05%
30,400
-1,200
294
$642K 0.05%
695
+613
295
$641K 0.05%
35,498
-2,644
296
$636K 0.05%
17,645
+39
297
$632K 0.05%
48,144
-35,168
298
$624K 0.05%
35,428
-1,470
299
$620K 0.05%
4,854
+4,195
300
$619K 0.05%
8,009
-195
10 11
12
13 14