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
976
$31K ﹤0.01%
1,183
-147
977
$31K ﹤0.01%
+450
978
$31K ﹤0.01%
1,433
979
$31K ﹤0.01%
398
+208
980
$31K ﹤0.01%
2,242
981
$30K ﹤0.01%
1,555
-741
982
$30K ﹤0.01%
172
983
$30K ﹤0.01%
586
-415
984
$30K ﹤0.01%
2,090
985
$30K ﹤0.01%
790
+5
986
$30K ﹤0.01%
201
987
$30K ﹤0.01%
1,261
-1,156
988
$30K ﹤0.01%
13,054
989
$29K ﹤0.01%
1,129
-854
990
$29K ﹤0.01%
90
-89
991
$29K ﹤0.01%
505
-400
992
$29K ﹤0.01%
2,500
+1,000
993
$29K ﹤0.01%
222
-136
994
$29K ﹤0.01%
384
-67
995
$29K ﹤0.01%
2,267
+401
996
$29K ﹤0.01%
265
997
$28K ﹤0.01%
+3,450
998
$28K ﹤0.01%
2,900
+400
999
$28K ﹤0.01%
151
-226
1000
$28K ﹤0.01%
600
-800
38 39
40
41 42