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
826
$64.4K ﹤0.01%
783
-4
827
$64.2K ﹤0.01%
2,505
+490
828
$64.1K ﹤0.01%
1,117
829
$64.1K ﹤0.01%
767
+104
830
$63.8K ﹤0.01%
1,685
831
$63.5K ﹤0.01%
+701
832
$63K ﹤0.01%
382
+17
833
$62.9K ﹤0.01%
1,740
834
$62.5K ﹤0.01%
703
835
$62.4K ﹤0.01%
1,101
836
$62.1K ﹤0.01%
1,301
+228
837
$62K ﹤0.01%
2,715
838
$61.8K ﹤0.01%
425
+1
839
$61.3K ﹤0.01%
509
840
$61.3K ﹤0.01%
376
+7
841
$61.2K ﹤0.01%
1,000
842
$61.2K ﹤0.01%
8,613
843
$61.1K ﹤0.01%
+2,444
844
$61K ﹤0.01%
639
+629
845
$60.9K ﹤0.01%
1,297
+197
846
$60.8K ﹤0.01%
+318
847
$60.6K ﹤0.01%
+349
848
$60.4K ﹤0.01%
5,204
+1,730
849
$59.7K ﹤0.01%
829
+156
850
$59.7K ﹤0.01%
289
+8
32 33
34
35 36