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
801
$60K ﹤0.01%
537
802
$60K ﹤0.01%
120
803
$60K ﹤0.01%
3,147
-562
804
$60K ﹤0.01%
388
+201
805
$60K ﹤0.01%
1,838
+248
806
$59K ﹤0.01%
1,326
+1,176
807
$59K ﹤0.01%
1,668
+9
808
$59K ﹤0.01%
+1,950
809
$59K ﹤0.01%
10,882
-6,100
810
$59K ﹤0.01%
3,255
811
$58K ﹤0.01%
+1,135
812
$58K ﹤0.01%
534
-291
813
$58K ﹤0.01%
1,669
-623
814
$57K ﹤0.01%
137
815
$57K ﹤0.01%
500
816
$57K ﹤0.01%
2,262
817
$57K ﹤0.01%
415
-4
818
$56K ﹤0.01%
292
+100
819
$56K ﹤0.01%
1,253
+3
820
$56K ﹤0.01%
482
821
$56K ﹤0.01%
840
822
$55K ﹤0.01%
449
-111
823
$55K ﹤0.01%
2,625
+2,025
824
$55K ﹤0.01%
2,459
-290
825
$55K ﹤0.01%
2,219
+27
31 32
33
34 35