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
876
$54.7K ﹤0.01%
760
-100
877
$54.6K ﹤0.01%
1,267
878
$54.6K ﹤0.01%
+1,114
879
$54.5K ﹤0.01%
677
880
$54.3K ﹤0.01%
402
-168
881
$54.1K ﹤0.01%
10,617
882
$54K ﹤0.01%
1,142
-138
883
$53.8K ﹤0.01%
1,621
+333
884
$53.8K ﹤0.01%
550
885
$53.5K ﹤0.01%
393
+1
886
$53.2K ﹤0.01%
2,521
+76
887
$53.2K ﹤0.01%
1,200
888
$52.9K ﹤0.01%
847
889
$52.3K ﹤0.01%
164
-17
890
$51.9K ﹤0.01%
2,808
+2,253
891
$51.9K ﹤0.01%
719
-32
892
$51.8K ﹤0.01%
1,062
+87
893
$51.7K ﹤0.01%
1,003
894
$51.6K ﹤0.01%
1,095
895
$51.6K ﹤0.01%
700
896
$51.4K ﹤0.01%
272
+269
897
$51.3K ﹤0.01%
90
898
$51.2K ﹤0.01%
1,006
+996
899
$50.8K ﹤0.01%
963
900
$50.7K ﹤0.01%
1,200
-1,000
34 35
36
37 38