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
526
$171K 0.01%
2,767
-771
527
$170K 0.01%
6,389
-1,600
528
$170K 0.01%
974
+247
529
$169K 0.01%
6,668
-249
530
$169K 0.01%
4,677
+2
531
$169K 0.01%
5,452
+48
532
$169K 0.01%
13,346
+173
533
$167K 0.01%
572
+35
534
$167K 0.01%
6,043
+4,521
535
$167K 0.01%
2,748
536
$166K 0.01%
6,147
+2,000
537
$164K 0.01%
16,108
+5,706
538
$163K 0.01%
865
+9
539
$162K 0.01%
5,775
+60
540
$161K 0.01%
+7,684
541
$160K 0.01%
22,467
+1,215
542
$160K 0.01%
1,314
+142
543
$160K 0.01%
619
-30
544
$159K 0.01%
1,985
+158
545
$158K 0.01%
1,900
-787
546
$158K 0.01%
2,593
-330
547
$157K 0.01%
4,050
+383
548
$156K 0.01%
7,071
+143
549
$155K 0.01%
221
-20
550
$155K 0.01%
10,300
+700
20 21
22
23 24