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
1176
$20.7K ﹤0.01%
447
-11
1177
$20.7K ﹤0.01%
133
-20
1178
$20.7K ﹤0.01%
1,580
1179
$20.3K ﹤0.01%
22
1180
$20.3K ﹤0.01%
1,812
-3,888
1181
$20.3K ﹤0.01%
450
+275
1182
$20.2K ﹤0.01%
780
1183
$20.2K ﹤0.01%
+1,481
1184
$20.1K ﹤0.01%
784
1185
$20.1K ﹤0.01%
666
+44
1186
$20.1K ﹤0.01%
100
1187
$20K ﹤0.01%
300
1188
$20K ﹤0.01%
626
+138
1189
$19.9K ﹤0.01%
443
1190
$19.9K ﹤0.01%
600
1191
$19.7K ﹤0.01%
125
1192
$19.6K ﹤0.01%
204
+32
1193
$19.6K ﹤0.01%
244
1194
$19.4K ﹤0.01%
877
+10
1195
$19.4K ﹤0.01%
24
+3
1196
$19.4K ﹤0.01%
901
1197
$19.3K ﹤0.01%
631
1198
$19.2K ﹤0.01%
807
+90
1199
$19.2K ﹤0.01%
723
+8
1200
$19.2K ﹤0.01%
815
+9
46 47
48
49 50