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
851
$59.2K ﹤0.01%
1,046
852
$58.9K ﹤0.01%
2,450
+398
853
$58.9K ﹤0.01%
1,226
854
$58.8K ﹤0.01%
1,355
+921
855
$58.7K ﹤0.01%
1,235
+4
856
$58.7K ﹤0.01%
2,505
+5
857
$58.6K ﹤0.01%
730
-119
858
$58.6K ﹤0.01%
904
+1
859
$58.6K ﹤0.01%
392
+3
860
$58.5K ﹤0.01%
703
861
$58K ﹤0.01%
1,378
-957
862
$57.8K ﹤0.01%
412
-126
863
$57.7K ﹤0.01%
559
+14
864
$57.7K ﹤0.01%
1,630
-37
865
$57.4K ﹤0.01%
862
866
$56.2K ﹤0.01%
672
-102
867
$55.6K ﹤0.01%
504
+50
868
$55.5K ﹤0.01%
578
+41
869
$55.5K ﹤0.01%
291
+1
870
$55.4K ﹤0.01%
191
871
$55.1K ﹤0.01%
2,631
+1
872
$55.1K ﹤0.01%
301
+1
873
$55K ﹤0.01%
392
+13
874
$55K ﹤0.01%
421
+54
875
$54.7K ﹤0.01%
+535
33 34
35
36 37