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
1051
$24K ﹤0.01%
67
1052
$24K ﹤0.01%
+800
1053
$24K ﹤0.01%
464
1054
$24K ﹤0.01%
128
-8,861
1055
$24K ﹤0.01%
423
+64
1056
$23K ﹤0.01%
158
1057
$23K ﹤0.01%
+1,000
1058
$23K ﹤0.01%
1,500
1059
$23K ﹤0.01%
1,427
+182
1060
$23K ﹤0.01%
773
+2
1061
$23K ﹤0.01%
310
+1
1062
$23K ﹤0.01%
+382
1063
$23K ﹤0.01%
385
+1
1064
$23K ﹤0.01%
158
-286
1065
$23K ﹤0.01%
300
1066
$23K ﹤0.01%
1,514
1067
$23K ﹤0.01%
214
+5
1068
$23K ﹤0.01%
3,292
-500
1069
$23K ﹤0.01%
592
-22
1070
$23K ﹤0.01%
1,295
+841
1071
$22K ﹤0.01%
1,844
+3
1072
$22K ﹤0.01%
2,992
1073
$22K ﹤0.01%
2,000
1074
$22K ﹤0.01%
163
-1
1075
$22K ﹤0.01%
293
41 42
43
44 45