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
326
$526K 0.04%
5,445
+2,989
327
$522K 0.04%
6,026
+666
328
$520K 0.04%
20,089
+59
329
$520K 0.04%
2,625
330
$520K 0.04%
4,677
-1,149
331
$519K 0.04%
7,281
+6,184
332
$519K 0.04%
9,689
-1,057
333
$517K 0.04%
12,347
+354
334
$517K 0.04%
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335
$514K 0.04%
5,297
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336
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9,261
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337
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2,800
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338
$504K 0.04%
15,989
-29
339
$504K 0.04%
10,586
-445
340
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20,700
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341
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342
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343
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11,983
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344
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17,433
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345
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2,280
+1,021
346
$486K 0.04%
27,113
-712
347
$483K 0.04%
5,074
-380
348
$477K 0.04%
6,054
+732
349
$472K 0.04%
9,229
-1,163
350
$469K 0.04%
5,936
+4,612
12 13
14
15 16