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
626
$117K 0.01%
1,500
627
$116K 0.01%
1,185
-53
628
$116K 0.01%
4,881
-5,912
629
$116K 0.01%
1,242
-96
630
$116K 0.01%
2,830
+2
631
$114K 0.01%
3,109
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632
$113K 0.01%
1,282
-148
633
$112K 0.01%
3,597
-1,610
634
$112K 0.01%
3,812
-6,423
635
$111K 0.01%
3,520
-3,100
636
$111K 0.01%
680
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637
$111K 0.01%
4,980
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638
$111K 0.01%
650
639
$110K 0.01%
1,356
640
$110K 0.01%
176
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641
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644
$109K 0.01%
8,705
645
$108K 0.01%
6,600
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646
$108K 0.01%
1,928
-176
647
$108K 0.01%
8,854
-1,283
648
$107K 0.01%
1,148
+431
649
$107K 0.01%
564
+300
650
$106K 0.01%
1,787
-177
24 25
26
27 28