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
501
$191K 0.02%
2,759
+1,612
502
$190K 0.02%
9,429
503
$190K 0.02%
5,669
-2,408
504
$187K 0.02%
+2,635
505
$185K 0.01%
1,619
+690
506
$185K 0.01%
3,237
-2,570
507
$185K 0.01%
6,024
-1,148
508
$185K 0.01%
+3,175
509
$185K 0.01%
1,293
-1,101
510
$184K 0.01%
1,732
-100
511
$183K 0.01%
8,311
-1,425
512
$182K 0.01%
4,850
+42
513
$182K 0.01%
1,800
+16
514
$181K 0.01%
9,987
+830
515
$180K 0.01%
662
+106
516
$178K 0.01%
7,440
-250
517
$178K 0.01%
4,617
+6
518
$177K 0.01%
3,186
+30
519
$176K 0.01%
2,205
-98
520
$176K 0.01%
21,010
+9,295
521
$173K 0.01%
1,262
+95
522
$171K 0.01%
13,875
-1,903
523
$171K 0.01%
8,015
-277
524
$171K 0.01%
11,850
+1,400
525
$171K 0.01%
1,695
-309
19 20
21
22 23