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
951
$35K ﹤0.01%
99
952
$34K ﹤0.01%
1,055
-290
953
$34K ﹤0.01%
1,200
954
$34K ﹤0.01%
12,220
955
$33K ﹤0.01%
+190
956
$33K ﹤0.01%
300
957
$33K ﹤0.01%
3,025
+625
958
$33K ﹤0.01%
862
+9
959
$33K ﹤0.01%
1,039
+350
960
$33K ﹤0.01%
928
961
$33K ﹤0.01%
1,561
+23
962
$33K ﹤0.01%
239
-208
963
$33K ﹤0.01%
978
+442
964
$32K ﹤0.01%
1,023
+1,000
965
$32K ﹤0.01%
474
966
$32K ﹤0.01%
2,220
967
$32K ﹤0.01%
2,215
-530
968
$32K ﹤0.01%
1,044
969
$32K ﹤0.01%
564
970
$32K ﹤0.01%
2,351
-125
971
$32K ﹤0.01%
534
972
$31K ﹤0.01%
275
973
$31K ﹤0.01%
1,500
+380
974
$31K ﹤0.01%
828
-326
975
$31K ﹤0.01%
615
37 38
39
40 41