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
301
$613K 0.05%
3,270
+3
302
$612K 0.05%
1,407
-237
303
$610K 0.05%
24,669
-4,814
304
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12,016
-194
305
$606K 0.05%
3,500
+399
306
$605K 0.05%
12,468
+688
307
$603K 0.05%
35,770
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308
$595K 0.05%
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-101
309
$591K 0.05%
3,483
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310
$583K 0.05%
5,928
+36
311
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6,342
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312
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4,706
313
$580K 0.05%
9,345
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314
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10,850
-8,562
315
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29,621
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316
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317
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17,080
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318
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23,908
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319
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13,227
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320
$550K 0.04%
9,703
-849
321
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23,511
+23,459
322
$547K 0.04%
3,568
-123
323
$542K 0.04%
4,277
-284
324
$539K 0.04%
3,601
-3,614
325
$528K 0.04%
8,868
+50
11 12
13
14 15