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
351
$462K 0.04%
6,722
-352
352
$460K 0.04%
11,791
-2,249
353
$457K 0.04%
8,069
+329
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355
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+20,357
356
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20,320
357
$451K 0.04%
1,553
-77
358
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359
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11,439
-357
360
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16,747
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361
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15,993
-3,203
362
$431K 0.03%
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-178
363
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15,959
-320
364
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34,700
+27,900
365
$426K 0.03%
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-2,998
366
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368
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369
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12,595
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370
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10,337
-6,804
371
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+7,158
372
$407K 0.03%
5,447
-240
373
$406K 0.03%
2,715
+2
374
$405K 0.03%
7,614
-1,829
375
$404K 0.03%
793
13 14
15
16 17