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
551
$154K 0.01%
4,051
552
$153K 0.01%
1,425
-194
553
$152K 0.01%
2,864
554
$152K 0.01%
3,040
+782
555
$152K 0.01%
10,781
556
$152K 0.01%
2,737
-23
557
$152K 0.01%
1,726
558
$152K 0.01%
1,547
559
$152K 0.01%
2,300
+40
560
$152K 0.01%
1,297
561
$151K 0.01%
2,931
562
$150K 0.01%
11,754
-5,180
563
$150K 0.01%
5,062
+140
564
$150K 0.01%
875
565
$149K 0.01%
6,032
-48
566
$149K 0.01%
10,996
567
$148K 0.01%
1,823
-152
568
$148K 0.01%
521
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569
$146K 0.01%
2,073
+3
570
$146K 0.01%
4,814
-1,069
571
$146K 0.01%
10,700
-30,386
572
$145K 0.01%
2,195
+23
573
$145K 0.01%
1,431
+11
574
$144K 0.01%
1,482
-1,041
575
$144K 0.01%
3,835
-5,679
21 22
23
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