AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
+$5.87M
3
+$3.71M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.29M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$3.09M

Top Sells

1
+$17.6M
2
+$7.56M
3
+$4.61M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.87M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.64M

Sector Composition

1 Technology 6.94%
2 Healthcare 5.59%
3 Industrials 4.41%
4 Financials 3.73%
5 Consumer Discretionary 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$106K 0.01%
1,612
-3,951
652
$106K 0.01%
534
653
$105K 0.01%
14,282
-200
654
$104K 0.01%
8,598
-4,752
655
$104K 0.01%
4,014
-64
656
$104K 0.01%
2,854
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657
$102K 0.01%
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658
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+4,310
659
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600
+500
660
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1,400
661
$101K 0.01%
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662
$101K 0.01%
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663
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1,855
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$98K 0.01%
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$98K 0.01%
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675
$97K 0.01%
1,237
-44
25 26
27
28 29