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
1176
$15K ﹤0.01%
3,326
+259
1177
$15K ﹤0.01%
1,682
+24
1178
$15K ﹤0.01%
760
+10
1179
$15K ﹤0.01%
350
1180
$15K ﹤0.01%
670
-1,293
1181
$15K ﹤0.01%
128
1182
$15K ﹤0.01%
+594
1183
$15K ﹤0.01%
+591
1184
$15K ﹤0.01%
400
1185
$15K ﹤0.01%
1,734
1186
$15K ﹤0.01%
100
1187
$14K ﹤0.01%
207
1188
$14K ﹤0.01%
644
1189
$14K ﹤0.01%
563
1190
$14K ﹤0.01%
+2,853
1191
$14K ﹤0.01%
750
1192
$14K ﹤0.01%
343
1193
$14K ﹤0.01%
270
1194
$14K ﹤0.01%
355
1195
$14K ﹤0.01%
150
-50
1196
$14K ﹤0.01%
453
+9
1197
$14K ﹤0.01%
+877
1198
$14K ﹤0.01%
1,500
1199
$14K ﹤0.01%
+595
1200
$14K ﹤0.01%
256
-5
46 47
48
49 50