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
1101
$20K ﹤0.01%
775
-1,342
1102
$20K ﹤0.01%
307
1103
$20K ﹤0.01%
287
-2,908
1104
$20K ﹤0.01%
115
+4
1105
$20K ﹤0.01%
+1,112
1106
$20K ﹤0.01%
+1,999
1107
$20K ﹤0.01%
160
-100
1108
$19K ﹤0.01%
300
1109
$19K ﹤0.01%
1,001
+87
1110
$19K ﹤0.01%
+400
1111
$19K ﹤0.01%
782
-25,818
1112
$19K ﹤0.01%
1,225
-3,175
1113
$19K ﹤0.01%
213
1114
$19K ﹤0.01%
724
-531
1115
$19K ﹤0.01%
870
1116
$19K ﹤0.01%
134
1117
$19K ﹤0.01%
+3,000
1118
$19K ﹤0.01%
461
1119
$18K ﹤0.01%
124
+14
1120
$18K ﹤0.01%
1,370
1121
$18K ﹤0.01%
75
1122
$18K ﹤0.01%
568
-2,488
1123
$18K ﹤0.01%
187
+70
1124
$18K ﹤0.01%
900
1125
$18K ﹤0.01%
435
43 44
45
46 47