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
1201
$14K ﹤0.01%
180
1202
$14K ﹤0.01%
140
1203
$14K ﹤0.01%
1,150
1204
$14K ﹤0.01%
+5,000
1205
$13K ﹤0.01%
665
1206
$13K ﹤0.01%
2,388
1207
$13K ﹤0.01%
336
+33
1208
$13K ﹤0.01%
+1,050
1209
$13K ﹤0.01%
706
-46
1210
$13K ﹤0.01%
155
-55
1211
$13K ﹤0.01%
+40
1212
$13K ﹤0.01%
155
1213
$13K ﹤0.01%
243
1214
$13K ﹤0.01%
+465
1215
$13K ﹤0.01%
311
-428
1216
$13K ﹤0.01%
91
1217
$13K ﹤0.01%
1,245
1218
$13K ﹤0.01%
589
+2
1219
$13K ﹤0.01%
461
+130
1220
$13K ﹤0.01%
842
1221
$13K ﹤0.01%
1,833
1222
$13K ﹤0.01%
820
-200
1223
$13K ﹤0.01%
388
-17,579
1224
$13K ﹤0.01%
1,419
1225
$13K ﹤0.01%
900
47 48
49
50 51