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
476
$217K 0.02%
2,562
477
$216K 0.02%
3,923
+3,513
478
$216K 0.02%
4,471
-1,415
479
$215K 0.02%
14,704
-3,653
480
$214K 0.02%
3,957
481
$211K 0.02%
3,483
-1,441
482
$211K 0.02%
6,211
-1,126
483
$210K 0.02%
7,232
-493
484
$210K 0.02%
709
-169
485
$209K 0.02%
11,527
-775
486
$208K 0.02%
20,398
+3,500
487
$205K 0.02%
41,920
-4,800
488
$205K 0.02%
+1,125
489
$203K 0.02%
21,117
-23,713
490
$202K 0.02%
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491
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13,194
-6,401
493
$200K 0.02%
3,665
+131
494
$200K 0.02%
57,950
+19,000
495
$197K 0.02%
1,164
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496
$197K 0.02%
3,052
497
$196K 0.02%
1,468
-511
498
$194K 0.02%
6,303
+2,522
499
$193K 0.02%
17,083
+296
500
$193K 0.02%
7,951
-23
18 19
20
21 22