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
451
$256K 0.02%
693
-9
452
$256K 0.02%
4,344
+108
453
$255K 0.02%
10,365
454
$252K 0.02%
6,544
-467
455
$252K 0.02%
+22,547
456
$250K 0.02%
4,833
+1,121
457
$249K 0.02%
245
458
$249K 0.02%
2,661
-20
459
$249K 0.02%
9,783
460
$245K 0.02%
18,485
-351
461
$243K 0.02%
3,644
+2,320
462
$243K 0.02%
13,925
-1,249
463
$240K 0.02%
2,461
+1,251
464
$237K 0.02%
1,543
-137
465
$234K 0.02%
3,084
-175
466
$232K 0.02%
12,445
-632
467
$231K 0.02%
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468
$231K 0.02%
6,838
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469
$227K 0.02%
3,727
-508
470
$225K 0.02%
7,937
471
$224K 0.02%
3,007
472
$223K 0.02%
36,718
-6,781
473
$222K 0.02%
828
+320
474
$220K 0.02%
9,393
-26,120
475
$219K 0.02%
1,824
-390
17 18
19
20 21