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
851
$50K ﹤0.01%
3,691
852
$50K ﹤0.01%
433
853
$50K ﹤0.01%
2,000
854
$49K ﹤0.01%
925
+252
855
$49K ﹤0.01%
62
856
$49K ﹤0.01%
920
857
$49K ﹤0.01%
8,025
-1,338
858
$48K ﹤0.01%
475
+417
859
$48K ﹤0.01%
473
860
$48K ﹤0.01%
1,229
-59
861
$48K ﹤0.01%
647
862
$48K ﹤0.01%
390
-100
863
$48K ﹤0.01%
825
864
$48K ﹤0.01%
462
+143
865
$48K ﹤0.01%
425
866
$48K ﹤0.01%
600
867
$48K ﹤0.01%
1,939
+16
868
$47K ﹤0.01%
880
869
$47K ﹤0.01%
4,660
870
$47K ﹤0.01%
1,068
+280
871
$47K ﹤0.01%
2,040
+1,613
872
$47K ﹤0.01%
1,990
-6,280
873
$47K ﹤0.01%
+2,150
874
$47K ﹤0.01%
2,130
-1,629
875
$46K ﹤0.01%
4,600
-500
33 34
35
36 37