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
1076
$22K ﹤0.01%
340
1077
$22K ﹤0.01%
400
+200
1078
$22K ﹤0.01%
1,113
-1,739
1079
$22K ﹤0.01%
5,822
+4,500
1080
$22K ﹤0.01%
150
1081
$22K ﹤0.01%
283
-158
1082
$22K ﹤0.01%
652
-60
1083
$22K ﹤0.01%
1,367
1084
$22K ﹤0.01%
266
1085
$22K ﹤0.01%
1,738
1086
$22K ﹤0.01%
135
+10
1087
$21K ﹤0.01%
976
-1,444
1088
$21K ﹤0.01%
55
1089
$21K ﹤0.01%
593
+1
1090
$21K ﹤0.01%
2,200
1091
$21K ﹤0.01%
340
+18
1092
$21K ﹤0.01%
272
+255
1093
$21K ﹤0.01%
2,259
1094
$21K ﹤0.01%
+275
1095
$20K ﹤0.01%
150
1096
$20K ﹤0.01%
520
-185
1097
$20K ﹤0.01%
1,540
-102
1098
$20K ﹤0.01%
1,600
-100
1099
$20K ﹤0.01%
844
+74
1100
$20K ﹤0.01%
20
-7
42 43
44
45 46