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
376
$401K 0.03%
3,857
377
$396K 0.03%
27,650
378
$395K 0.03%
24,896
-2,112
379
$392K 0.03%
3,729
-748
380
$391K 0.03%
1,621
-3
381
$388K 0.03%
3,099
382
$388K 0.03%
11,990
-310
383
$382K 0.03%
29,985
+1,657
384
$380K 0.03%
15,880
-1,780
385
$380K 0.03%
7,699
+5,418
386
$380K 0.03%
11,338
+146
387
$377K 0.03%
15,805
-900
388
$377K 0.03%
1,936
-65
389
$375K 0.03%
3,432
-1,092
390
$373K 0.03%
4,000
391
$373K 0.03%
15,345
-4,150
392
$370K 0.03%
11,537
+180
393
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21,620
+4,300
394
$365K 0.03%
19,923
-2,233
395
$364K 0.03%
3,007
-2,572
396
$364K 0.03%
30,159
+180
397
$363K 0.03%
2,437
-466
398
$362K 0.03%
7,366
+585
399
$362K 0.03%
8,900
+800
400
$361K 0.03%
2,754
-1,005
14 15
16
17 18