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
776
$73.7K 0.01%
969
+3
777
$73.5K 0.01%
347
+3
778
$73.5K 0.01%
1,840
+1,813
779
$73.4K 0.01%
675
+355
780
$73.2K 0.01%
1,870
+1,154
781
$72.7K 0.01%
3,687
782
$72.6K 0.01%
1,250
783
$72.5K 0.01%
744
-260
784
$72.5K 0.01%
828
+331
785
$71.9K 0.01%
3,678
786
$71.6K 0.01%
1,877
-46
787
$71.5K 0.01%
1,605
+720
788
$71.2K 0.01%
779
789
$71K 0.01%
2,406
790
$70.8K 0.01%
3,083
-2,814
791
$70.8K 0.01%
2,444
+1,451
792
$70.8K 0.01%
901
-160
793
$70.8K 0.01%
815
-385
794
$70.7K 0.01%
1,400
795
$70.7K 0.01%
2,231
+148
796
$70.7K 0.01%
4,810
-70
797
$70.4K 0.01%
2,300
798
$70.4K 0.01%
+235
799
$70.2K 0.01%
565
+110
800
$69.5K 0.01%
+2,170
30 31
32
33 34