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
426
$303K 0.02%
5,004
+2,205
427
$301K 0.02%
3,622
-2,518
428
$301K 0.02%
17,550
+16,180
429
$299K 0.02%
10,890
+7,010
430
$296K 0.02%
1,148
+116
431
$294K 0.02%
12,840
-4,093
432
$291K 0.02%
8,828
-807
433
$291K 0.02%
13,386
-3,802
434
$290K 0.02%
7,263
-4,125
435
$287K 0.02%
5,574
-728
436
$286K 0.02%
1,553
437
$279K 0.02%
13,847
+5,253
438
$277K 0.02%
9,927
+1,513
439
$275K 0.02%
5,159
-24
440
$272K 0.02%
5,300
+2,700
441
$269K 0.02%
5,110
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442
$269K 0.02%
5,262
-736
443
$267K 0.02%
3,105
-375
444
$267K 0.02%
13,854
445
$263K 0.02%
10,341
-1,215
446
$261K 0.02%
55,100
-7,700
447
$261K 0.02%
+129
448
$258K 0.02%
702
-30
449
$257K 0.02%
25,107
450
$257K 0.02%
3,646
16 17
18
19 20