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
776
$66K 0.01%
1,100
+900
777
$66K 0.01%
1,959
+8
778
$66K 0.01%
716
-194
779
$65K 0.01%
2,382
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780
$65K 0.01%
2,375
781
$65K 0.01%
665
+158
782
$65K 0.01%
732
+576
783
$64K 0.01%
956
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784
$63K 0.01%
11,106
785
$63K 0.01%
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786
$62K 0.01%
767
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787
$62K 0.01%
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788
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1,137
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789
$62K 0.01%
303
790
$62K 0.01%
4,699
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791
$62K 0.01%
670
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$61K ﹤0.01%
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$61K ﹤0.01%
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794
$61K ﹤0.01%
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795
$61K ﹤0.01%
3,320
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796
$61K ﹤0.01%
440
797
$61K ﹤0.01%
282
-18
798
$60K ﹤0.01%
860
-17
799
$60K ﹤0.01%
2,944
800
$60K ﹤0.01%
351
-305
30 31
32
33 34