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
1026
$26K ﹤0.01%
852
1027
$26K ﹤0.01%
361
1028
$26K ﹤0.01%
350
1029
$26K ﹤0.01%
261
-103
1030
$25K ﹤0.01%
1,400
1031
$25K ﹤0.01%
+600
1032
$25K ﹤0.01%
349
+1
1033
$25K ﹤0.01%
286
1034
$25K ﹤0.01%
660
1035
$25K ﹤0.01%
571
-17
1036
$25K ﹤0.01%
1,325
+20
1037
$25K ﹤0.01%
661
-200
1038
$25K ﹤0.01%
200
1039
$25K ﹤0.01%
515
+96
1040
$25K ﹤0.01%
923
1041
$25K ﹤0.01%
265
-91
1042
$25K ﹤0.01%
222
1043
$24K ﹤0.01%
998
-194
1044
$24K ﹤0.01%
4,281
+200
1045
$24K ﹤0.01%
176
+25
1046
$24K ﹤0.01%
1,742
1047
$24K ﹤0.01%
+479
1048
$24K ﹤0.01%
3,254
-100
1049
$24K ﹤0.01%
567
1050
$24K ﹤0.01%
+501
40 41
42
43 44