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
701
$89K 0.01%
3,365
-4,135
702
$89K 0.01%
2,935
703
$88K 0.01%
2,000
+1,000
704
$88K 0.01%
629
-8
705
$87K 0.01%
4,946
+134
706
$87K 0.01%
1,734
+56
707
$87K 0.01%
343
+12
708
$86K 0.01%
890
+118
709
$86K 0.01%
999
+653
710
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1,000
711
$86K 0.01%
980
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712
$86K 0.01%
723
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713
$85K 0.01%
4,050
-50
714
$84K 0.01%
2,756
715
$84K 0.01%
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716
$84K 0.01%
8,385
717
$84K 0.01%
4,794
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718
$84K 0.01%
2,020
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719
$84K 0.01%
3,104
-2,484
720
$84K 0.01%
2,340
721
$84K 0.01%
1,650
722
$83K 0.01%
5,182
-1,528
723
$83K 0.01%
326
724
$82K 0.01%
2,001
725
$82K 0.01%
5,700
27 28
29
30 31