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
901
$50.4K ﹤0.01%
2,000
902
$50.3K ﹤0.01%
201
+61
903
$49.8K ﹤0.01%
281
+217
904
$49.8K ﹤0.01%
707
+50
905
$49.7K ﹤0.01%
1,708
906
$49.6K ﹤0.01%
452
+337
907
$49.4K ﹤0.01%
416
908
$49.3K ﹤0.01%
384
+14
909
$49K ﹤0.01%
450
-5
910
$48.5K ﹤0.01%
1,027
911
$48.4K ﹤0.01%
950
+860
912
$48.4K ﹤0.01%
1,141
913
$48.2K ﹤0.01%
956
-220
914
$48.1K ﹤0.01%
1,235
+891
915
$48.1K ﹤0.01%
345
916
$48.1K ﹤0.01%
1,337
-80
917
$48K ﹤0.01%
1,836
+18
918
$47.7K ﹤0.01%
+2,842
919
$47.2K ﹤0.01%
2,375
-400
920
$47K ﹤0.01%
435
+120
921
$46.9K ﹤0.01%
45
+3
922
$46.7K ﹤0.01%
810
+8
923
$46.5K ﹤0.01%
374
+2
924
$46.4K ﹤0.01%
1,559
+21
925
$46.3K ﹤0.01%
1,721
35 36
37
38 39