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
676
$97K 0.01%
2,300
-500
677
$96K 0.01%
2,383
678
$96K 0.01%
800
+694
679
$96K 0.01%
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680
$96K 0.01%
845
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681
$95K 0.01%
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-64
682
$95K 0.01%
474
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683
$94K 0.01%
2,294
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684
$94K 0.01%
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-94
685
$94K 0.01%
2,887
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686
$94K 0.01%
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687
$94K 0.01%
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688
$93K 0.01%
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689
$93K 0.01%
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-894
690
$92K 0.01%
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$91K 0.01%
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$90K 0.01%
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$90K 0.01%
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$90K 0.01%
2,490
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695
$89K 0.01%
1,000
696
$89K 0.01%
7,052
-4,975
697
$89K 0.01%
1,874
698
$89K 0.01%
1,614
-1,876
699
$89K 0.01%
815
-516
700
$89K 0.01%
460
26 27
28
29 30