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
601
$128K 0.01%
+3,847
602
$128K 0.01%
2,380
-1,098
603
$127K 0.01%
2,126
+1,150
604
$126K 0.01%
5,968
-3,417
605
$126K 0.01%
11,553
+7,692
606
$125K 0.01%
1,335
+19
607
$124K 0.01%
1,740
608
$123K 0.01%
763
609
$123K 0.01%
654
-247
610
$123K 0.01%
1,931
-4,177
611
$123K 0.01%
1,503
+661
612
$123K 0.01%
656
-625
613
$122K 0.01%
8,287
+2,600
614
$122K 0.01%
2,464
-5,592
615
$121K 0.01%
460
616
$121K 0.01%
3,616
+402
617
$120K 0.01%
2,365
+59
618
$120K 0.01%
364
+18
619
$119K 0.01%
1,382
+885
620
$119K 0.01%
1,745
+578
621
$119K 0.01%
574
-80
622
$118K 0.01%
3,565
+1,192
623
$118K 0.01%
1,015
-800
624
$117K 0.01%
616
+55
625
$117K 0.01%
+1,150
23 24
25
26 27