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
76
$3.59M 0.29%
16,644
-651
77
$3.57M 0.29%
133,224
+18
78
$3.54M 0.29%
30,191
-2,180
79
$3.49M 0.28%
100,834
+270
80
$3.45M 0.28%
101,425
+5,646
81
$3.4M 0.27%
37,125
-1,459
82
$3.39M 0.27%
78,110
+38,683
83
$3.38M 0.27%
45,847
+1,298
84
$3.31M 0.27%
35,247
+1,205
85
$3.28M 0.26%
39,847
+2,850
86
$3.27M 0.26%
16,942
-570
87
$3.26M 0.26%
257,152
+79,528
88
$3.25M 0.26%
9,355
-33
89
$3.18M 0.26%
+55,657
90
$3.17M 0.26%
11,190
+560
91
$3.13M 0.25%
15,151
-3,021
92
$3.13M 0.25%
32,990
-25,770
93
$3.04M 0.25%
70,974
+6,226
94
$3.04M 0.24%
36,532
+31,765
95
$3.02M 0.24%
62,941
-1,324
96
$3.02M 0.24%
25,177
-2,160
97
$2.99M 0.24%
47,798
+6,093
98
$2.94M 0.24%
11,740
+281
99
$2.92M 0.23%
15,903
+473
100
$2.92M 0.23%
9,343
+8,998
2 3
4
5 6