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
$1.34B
AUM Growth
+$237M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,283
New
Increased
Reduced
Closed

Top Buys

1
+$41.9M
2
+$7.74M
3
+$5.26M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.15M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.83M

Top Sells

1
+$1.07M
2
+$1.03M
3
+$810K
4
LHX icon
L3Harris
LHX
+$702K
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$547K

Sector Composition

1 Technology 8.69%
2 Industrials 4.39%
3 Financials 4.05%
4 Healthcare 3.79%
5 Consumer Discretionary 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$346K 0.03%
666
+143
402
$346K 0.03%
11,860
+584
403
$345K 0.03%
4,310
-135
404
$345K 0.03%
2,411
+1,475
405
$344K 0.03%
3,700
+24
406
$342K 0.03%
4,383
+90
407
$341K 0.03%
2,442
-1,361
408
$339K 0.03%
1,224
+573
409
$338K 0.03%
3,445
+3,333
410
$338K 0.03%
4,360
+19
411
$338K 0.03%
3,832
+838
412
$336K 0.03%
5,709
+1,005
413
$335K 0.03%
1,978
+1
414
$334K 0.02%
13,277
-288
415
$332K 0.02%
2,216
416
$331K 0.02%
5,099
+66
417
$330K 0.02%
4,160
-1,120
418
$330K 0.02%
3,384
+1,493
419
$329K 0.02%
5,342
+99
420
$327K 0.02%
14,840
+4,680
421
$326K 0.02%
9,130
+4
422
$326K 0.02%
1,647
+1
423
$325K 0.02%
1,152
-3
424
$324K 0.02%
6,380
-198
425
$323K 0.02%
10,839
15 16
17
18 19