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
751
$82.6K 0.01%
3,282
+170
752
$82.6K 0.01%
1,348
+23
753
$82.4K 0.01%
1,667
+44
754
$81.9K 0.01%
402
+392
755
$81.8K 0.01%
853
+6
756
$81.7K 0.01%
1,418
+571
757
$81.4K 0.01%
2,162
+276
758
$80.6K 0.01%
3,311
+48
759
$80.6K 0.01%
323
+1
760
$79.5K 0.01%
763
+694
761
$79.2K 0.01%
+825
762
$78.8K 0.01%
2,711
763
$78.6K 0.01%
943
+8
764
$78.5K 0.01%
3,197
+472
765
$78.5K 0.01%
482
+453
766
$77.8K 0.01%
1,107
+4
767
$77.6K 0.01%
+738
768
$77.4K 0.01%
515
-3
769
$76.6K 0.01%
3,745
-84
770
$76.4K 0.01%
329
-61
771
$75.8K 0.01%
301
772
$75.6K 0.01%
2,277
+1,655
773
$75.1K 0.01%
528
+59
774
$73.8K 0.01%
233
-54
775
$73.7K 0.01%
1,160
-10
29 30
31
32 33