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
726
$91.8K 0.01%
165
+75
727
$91.7K 0.01%
2,932
-72
728
$91.7K 0.01%
+333
729
$91.3K 0.01%
1,063
+160
730
$91K 0.01%
423
+400
731
$90.4K 0.01%
735
+562
732
$90.2K 0.01%
1,000
733
$89.7K 0.01%
1,502
+586
734
$88.3K 0.01%
1,375
+21
735
$88.1K 0.01%
862
-597
736
$88K 0.01%
3,298
+204
737
$87.2K 0.01%
164
+160
738
$87.1K 0.01%
3,056
+1,050
739
$86.8K 0.01%
2,404
+1,403
740
$86.1K 0.01%
532
-3
741
$85.9K 0.01%
96
+24
742
$85.7K 0.01%
435
743
$84.3K 0.01%
4,677
-1,000
744
$83.8K 0.01%
1,945
745
$83.7K 0.01%
1,634
746
$83.7K 0.01%
+436
747
$83.5K 0.01%
1,563
-348
748
$83.2K 0.01%
2,524
+1,470
749
$82.8K 0.01%
4,025
+9
750
$82.7K 0.01%
1,358
28 29
30
31 32