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
401
$360K 0.03%
1,640
-347
402
$359K 0.03%
7,828
+10
403
$358K 0.03%
1,793
-98
404
$355K 0.03%
2,647
-66
405
$355K 0.03%
4,522
-499
406
$351K 0.03%
2,853
+6
407
$349K 0.03%
2,229
408
$349K 0.03%
28,675
-226
409
$343K 0.03%
3,910
+100
410
$340K 0.03%
5,903
-583
411
$335K 0.03%
8,414
+5,741
412
$333K 0.03%
1,733
413
$333K 0.03%
8,709
-3,017
414
$333K 0.03%
5,654
+3,144
415
$325K 0.03%
1,058
+625
416
$322K 0.03%
9,160
-118
417
$320K 0.03%
8,461
+2,588
418
$318K 0.03%
8,668
+1,580
419
$315K 0.03%
5,789
-3,697
420
$315K 0.03%
2,325
+1,295
421
$314K 0.03%
5,059
+72
422
$313K 0.03%
28,773
-441
423
$311K 0.03%
6,158
-114
424
$309K 0.02%
5,106
-114
425
$305K 0.02%
12,108
+247
15 16
17
18 19