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
951
$41.3K ﹤0.01%
500
-9
952
$41.1K ﹤0.01%
1,400
-900
953
$41.1K ﹤0.01%
708
954
$41K ﹤0.01%
1,139
955
$40.8K ﹤0.01%
305
-171
956
$40.8K ﹤0.01%
137
+19
957
$40.6K ﹤0.01%
335
+289
958
$40.6K ﹤0.01%
1,163
+682
959
$40.4K ﹤0.01%
666
+2
960
$40.3K ﹤0.01%
1,181
961
$40.2K ﹤0.01%
225
962
$40.1K ﹤0.01%
242
963
$40.1K ﹤0.01%
1,260
964
$40.1K ﹤0.01%
1,579
965
$40K ﹤0.01%
1,116
+791
966
$39.9K ﹤0.01%
1,179
-7
967
$39.9K ﹤0.01%
+2,770
968
$39.8K ﹤0.01%
614
969
$39.7K ﹤0.01%
446
970
$39.6K ﹤0.01%
550
-15
971
$39.4K ﹤0.01%
307
+3
972
$39.1K ﹤0.01%
+683
973
$39.1K ﹤0.01%
+888
974
$38.9K ﹤0.01%
581
+16
975
$38.8K ﹤0.01%
729
+2
37 38
39
40 41