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
$1.34B
AUM Growth
+$237M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,283
New
Increased
Reduced
Closed

Top Buys

1
+$41.9M
2
+$7.74M
3
+$5.26M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.15M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.83M

Top Sells

1
+$1.07M
2
+$1.03M
3
+$810K
4
LHX icon
L3Harris
LHX
+$702K
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$547K

Sector Composition

1 Technology 8.69%
2 Industrials 4.39%
3 Financials 4.05%
4 Healthcare 3.79%
5 Consumer Discretionary 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$99.8K 0.01%
3,010
702
$99.8K 0.01%
9,432
+3,711
703
$99.4K 0.01%
1,595
704
$99.4K 0.01%
1,296
+37
705
$99.4K 0.01%
4,297
+3,029
706
$99.3K 0.01%
353
-14
707
$99.1K 0.01%
3,193
+1,818
708
$99.1K 0.01%
362
+185
709
$98.5K 0.01%
1,479
+124
710
$98.4K 0.01%
55,931
-90
711
$98.1K 0.01%
2,291
+201
712
$97.6K 0.01%
217
+212
713
$97.1K 0.01%
1,978
714
$96.7K 0.01%
3,274
+480
715
$96.5K 0.01%
1,259
+3
716
$96.2K 0.01%
3,125
717
$95.6K 0.01%
402
-2,951
718
$94.7K 0.01%
1,107
-3
719
$94.6K 0.01%
1,434
+189
720
$94K 0.01%
517
+1
721
$93.8K 0.01%
2,000
722
$92.8K 0.01%
3,437
723
$92.8K 0.01%
1,800
+525
724
$92.6K 0.01%
3,260
+394
725
$92.1K 0.01%
2,267
+10
27 28
29
30 31