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
801
$69.4K 0.01%
10,000
+3,000
802
$69.2K 0.01%
2,970
803
$68.9K 0.01%
1,600
804
$68.6K 0.01%
1,811
+14
805
$68.5K 0.01%
+237
806
$68.2K 0.01%
309
+20
807
$68.1K 0.01%
1,006
-136
808
$67.7K 0.01%
+1,200
809
$67.5K 0.01%
2,500
+700
810
$67.1K 0.01%
194
+6
811
$67K 0.01%
480
812
$66.9K 0.01%
2,218
+2,209
813
$66.7K 0.01%
15,252
-116
814
$66.6K 0.01%
747
+705
815
$66.4K 0.01%
1,397
+12
816
$66.3K 0.01%
179
-9
817
$66.3K 0.01%
1,057
+47
818
$66.2K ﹤0.01%
833
-8
819
$66.1K ﹤0.01%
1,573
+41
820
$65.8K ﹤0.01%
414
+10
821
$65.4K ﹤0.01%
1,692
822
$65.3K ﹤0.01%
1,539
+39
823
$64.9K ﹤0.01%
255
+9
824
$64.8K ﹤0.01%
3,474
825
$64.7K ﹤0.01%
417
+1
31 32
33
34 35