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
$1.34B
AUM Growth
+$237M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,283
New
Increased
Reduced
Closed

Top Buys

1
+$41.9M
2
+$7.74M
3
+$5.26M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.15M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.83M

Top Sells

1
+$1.07M
2
+$1.03M
3
+$810K
4
LHX icon
L3Harris
LHX
+$702K
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$547K

Sector Composition

1 Technology 8.69%
2 Industrials 4.39%
3 Financials 4.05%
4 Healthcare 3.79%
5 Consumer Discretionary 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$28.3K ﹤0.01%
1,083
-124
1077
$28.2K ﹤0.01%
213
-22
1078
$28.1K ﹤0.01%
1,000
-500
1079
$27.8K ﹤0.01%
1,600
1080
$27.4K ﹤0.01%
2,733
1081
$27.4K ﹤0.01%
2,625
1082
$27.4K ﹤0.01%
2,724
1083
$27.4K ﹤0.01%
47
+3
1084
$27.3K ﹤0.01%
2,451
+2,201
1085
$27.3K ﹤0.01%
440
+31
1086
$27.2K ﹤0.01%
202
1087
$27K ﹤0.01%
80
1088
$27K ﹤0.01%
90
+76
1089
$27K ﹤0.01%
240
+140
1090
$26.9K ﹤0.01%
+927
1091
$26.9K ﹤0.01%
205
+1
1092
$26.9K ﹤0.01%
1,136
+352
1093
$26.9K ﹤0.01%
615
-27
1094
$26.7K ﹤0.01%
+336
1095
$26.7K ﹤0.01%
1,125
-286
1096
$26.5K ﹤0.01%
+279
1097
$26.5K ﹤0.01%
316
1098
$26.4K ﹤0.01%
288
+3
1099
$26.4K ﹤0.01%
249
1100
$26.4K ﹤0.01%
3,356
+2,306
42 43
44
45 46