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
26
$8.49M 0.68%
75,395
-10,799
27
$8.4M 0.68%
229,852
+30,361
28
$8.17M 0.66%
146,773
+20,933
29
$8.12M 0.65%
196,254
+33,349
30
$8M 0.64%
96,740
-13,309
31
$7.84M 0.63%
26,569
+106
32
$7.83M 0.63%
108,795
-4,545
33
$7.77M 0.63%
88,668
+2,467
34
$7.61M 0.61%
270,664
+55,168
35
$7.4M 0.6%
255,432
+18,708
36
$7.34M 0.59%
36,914
+619
37
$6.84M 0.55%
125,505
-9,160
38
$6.82M 0.55%
48,486
-4,044
39
$6.65M 0.54%
122,259
+30,531
40
$6.52M 0.53%
138,932
-4,690
41
$6.28M 0.51%
31,074
-580
42
$6.23M 0.5%
120,084
-28,744
43
$6.13M 0.49%
16,812
+209
44
$6.13M 0.49%
113,292
-30,697
45
$5.86M 0.47%
106,200
-1,432
46
$5.74M 0.46%
332,607
+195,099
47
$5.47M 0.44%
77,200
-160
48
$5.27M 0.42%
84,313
-464
49
$5.25M 0.42%
105,748
+10,941
50
$5.21M 0.42%
68,293
-5,509
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