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
826
$54K ﹤0.01%
4,700
827
$54K ﹤0.01%
2,168
+43
828
$54K ﹤0.01%
696
829
$53K ﹤0.01%
398
830
$53K ﹤0.01%
967
+1
831
$53K ﹤0.01%
2,678
-1,400
832
$53K ﹤0.01%
5,823
-729
833
$52K ﹤0.01%
1,239
+116
834
$52K ﹤0.01%
998
-1
835
$52K ﹤0.01%
3,000
-3,072
836
$52K ﹤0.01%
2,467
+71
837
$52K ﹤0.01%
2,085
-1,395
838
$52K ﹤0.01%
9,100
+5,000
839
$52K ﹤0.01%
1,275
840
$51K ﹤0.01%
1,412
841
$51K ﹤0.01%
760
842
$51K ﹤0.01%
615
+547
843
$51K ﹤0.01%
3,655
+67
844
$51K ﹤0.01%
+3,049
845
$51K ﹤0.01%
777
-12
846
$50K ﹤0.01%
+800
847
$50K ﹤0.01%
400
848
$50K ﹤0.01%
985
849
$50K ﹤0.01%
1,651
850
$50K ﹤0.01%
1,887
-315
32 33
34
35 36