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
1001
$28K ﹤0.01%
311
1002
$28K ﹤0.01%
1,165
-662
1003
$28K ﹤0.01%
+3,212
1004
$28K ﹤0.01%
1,182
-6
1005
$28K ﹤0.01%
981
+189
1006
$28K ﹤0.01%
602
-383
1007
$28K ﹤0.01%
4,500
+4,000
1008
$28K ﹤0.01%
2,750
1009
$28K ﹤0.01%
2,000
1010
$28K ﹤0.01%
1,618
1011
$27K ﹤0.01%
412
1012
$27K ﹤0.01%
381
+4
1013
$27K ﹤0.01%
500
-20
1014
$27K ﹤0.01%
3,800
+400
1015
$27K ﹤0.01%
1,070
+57
1016
$27K ﹤0.01%
556
1017
$27K ﹤0.01%
2,264
+195
1018
$26K ﹤0.01%
338
-303
1019
$26K ﹤0.01%
672
1020
$26K ﹤0.01%
703
-60
1021
$26K ﹤0.01%
2,400
1022
$26K ﹤0.01%
1,210
+410
1023
$26K ﹤0.01%
1,650
-364
1024
$26K ﹤0.01%
890
+9
1025
$26K ﹤0.01%
169
-7
39 40
41
42 43