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
876
$46K ﹤0.01%
1,067
877
$46K ﹤0.01%
1,092
+15
878
$46K ﹤0.01%
1,302
879
$45K ﹤0.01%
910
-700
880
$45K ﹤0.01%
2,841
+26
881
$45K ﹤0.01%
150
882
$45K ﹤0.01%
275
+150
883
$44K ﹤0.01%
2,045
884
$44K ﹤0.01%
2,000
-1,580
885
$44K ﹤0.01%
685
886
$44K ﹤0.01%
754
-678
887
$44K ﹤0.01%
1,000
888
$44K ﹤0.01%
914
-35
889
$44K ﹤0.01%
1,961
-219
890
$44K ﹤0.01%
1,374
-411
891
$43K ﹤0.01%
682
892
$43K ﹤0.01%
779
893
$42K ﹤0.01%
2,100
894
$42K ﹤0.01%
1,667
-73
895
$42K ﹤0.01%
1,900
896
$41K ﹤0.01%
650
+450
897
$41K ﹤0.01%
816
898
$41K ﹤0.01%
1,462
+553
899
$41K ﹤0.01%
1,707
-145
900
$41K ﹤0.01%
3,066
34 35
36
37 38