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
1126
$18K ﹤0.01%
338
1127
$18K ﹤0.01%
1,823
-121
1128
$18K ﹤0.01%
177
1129
$18K ﹤0.01%
+250
1130
$18K ﹤0.01%
600
1131
$18K ﹤0.01%
679
1132
$18K ﹤0.01%
340
1133
$17K ﹤0.01%
162
-79
1134
$17K ﹤0.01%
88
-311
1135
$17K ﹤0.01%
2,729
-114
1136
$17K ﹤0.01%
1,543
-2,087
1137
$17K ﹤0.01%
503
-33
1138
$17K ﹤0.01%
727
1139
$17K ﹤0.01%
662
+76
1140
$17K ﹤0.01%
449
-540
1141
$17K ﹤0.01%
234
1142
$17K ﹤0.01%
560
+500
1143
$17K ﹤0.01%
167
-10
1144
$17K ﹤0.01%
2,103
-138
1145
$17K ﹤0.01%
3,356
+124
1146
$17K ﹤0.01%
1,439
-240
1147
$17K ﹤0.01%
76
1148
$17K ﹤0.01%
1,148
+435
1149
$17K ﹤0.01%
123
1150
$16K ﹤0.01%
300
44 45
46
47 48