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
51
$5.19M 0.42%
14,336
-855
52
$5.11M 0.41%
107,255
-26,309
53
$5.09M 0.41%
311,624
+32,668
54
$5.04M 0.41%
100,832
-14,675
55
$4.97M 0.4%
28,520
-1,527
56
$4.95M 0.4%
51,621
-39,662
57
$4.87M 0.39%
44,961
-10,988
58
$4.86M 0.39%
199,415
+42,480
59
$4.8M 0.39%
30,688
-4,733
60
$4.74M 0.38%
96,312
-2,311
61
$4.62M 0.37%
34,370
-35,447
62
$4.61M 0.37%
60,203
-3,125
63
$4.56M 0.37%
369,210
-8,724
64
$4.41M 0.36%
26,321
-1,522
65
$4.37M 0.35%
97,650
-5,012
66
$4.25M 0.34%
29,853
-23,314
67
$4.11M 0.33%
108,705
-67
68
$3.94M 0.32%
33,359
-33,055
69
$3.93M 0.32%
16,649
-1,396
70
$3.9M 0.31%
39,775
-2,070
71
$3.89M 0.31%
32,530
-1,187
72
$3.89M 0.31%
124,091
+1,459
73
$3.78M 0.3%
36,171
+1,539
74
$3.71M 0.3%
63,054
-2,888
75
$3.63M 0.29%
91,033
+50,786
1 2
3
4 5