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
901
$40K ﹤0.01%
324
+3
902
$40K ﹤0.01%
619
903
$40K ﹤0.01%
1,400
904
$40K ﹤0.01%
5,743
+2,817
905
$40K ﹤0.01%
600
-7,904
906
$40K ﹤0.01%
493
+100
907
$40K ﹤0.01%
289
-842
908
$40K ﹤0.01%
945
909
$40K ﹤0.01%
1,435
+1,372
910
$40K ﹤0.01%
782
-436
911
$39K ﹤0.01%
1,804
912
$39K ﹤0.01%
1,036
913
$39K ﹤0.01%
868
+356
914
$39K ﹤0.01%
+717
915
$39K ﹤0.01%
1,200
916
$38K ﹤0.01%
2,000
917
$38K ﹤0.01%
1,766
918
$38K ﹤0.01%
1,037
+10
919
$38K ﹤0.01%
2,965
+1,390
920
$38K ﹤0.01%
4,109
921
$38K ﹤0.01%
404
922
$38K ﹤0.01%
1,945
923
$38K ﹤0.01%
747
924
$37K ﹤0.01%
329
-992
925
$37K ﹤0.01%
320
-75
35 36
37
38 39