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
751
$75K 0.01%
2,761
-370
752
$74K 0.01%
1,226
-384
753
$74K 0.01%
1,590
+18
754
$74K 0.01%
4,131
+8
755
$73K 0.01%
1,416
756
$73K 0.01%
1,300
757
$73K 0.01%
1,225
+855
758
$73K 0.01%
+1,339
759
$72K 0.01%
285
760
$71K 0.01%
1,194
761
$71K 0.01%
550
+100
762
$71K 0.01%
6,400
-78
763
$71K 0.01%
+3,800
764
$71K 0.01%
1,098
+3
765
$71K 0.01%
2,316
-563
766
$70K 0.01%
1,187
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767
$69K 0.01%
1,098
768
$69K 0.01%
9,783
-1,660
769
$69K 0.01%
+3,280
770
$69K 0.01%
6,717
771
$69K 0.01%
2,078
772
$68K 0.01%
620
773
$68K 0.01%
1,660
774
$67K 0.01%
3,400
775
$66K 0.01%
6,184
+1,770
29 30
31
32 33