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
926
$37K ﹤0.01%
477
927
$37K ﹤0.01%
+349
928
$37K ﹤0.01%
1,300
929
$37K ﹤0.01%
817
-197
930
$37K ﹤0.01%
333
-522
931
$37K ﹤0.01%
1,122
-169
932
$37K ﹤0.01%
713
-100
933
$37K ﹤0.01%
1,035
+21
934
$36K ﹤0.01%
740
935
$36K ﹤0.01%
6,396
936
$36K ﹤0.01%
1,391
-42
937
$36K ﹤0.01%
635
+5
938
$36K ﹤0.01%
2,500
939
$36K ﹤0.01%
905
-257
940
$36K ﹤0.01%
3,771
+93
941
$35K ﹤0.01%
236
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942
$35K ﹤0.01%
600
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943
$35K ﹤0.01%
378
944
$35K ﹤0.01%
1,150
945
$35K ﹤0.01%
1,000
946
$35K ﹤0.01%
1,605
-27,060
947
$35K ﹤0.01%
275
+48
948
$35K ﹤0.01%
475
949
$35K ﹤0.01%
800
-919
950
$35K ﹤0.01%
1,150
-350
36 37
38
39 40