AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
+$5.87M
3
+$3.71M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.29M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$3.09M

Top Sells

1
+$17.6M
2
+$7.56M
3
+$4.61M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.87M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.64M

Sector Composition

1 Technology 6.94%
2 Healthcare 5.59%
3 Industrials 4.41%
4 Financials 3.73%
5 Consumer Discretionary 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$13K ﹤0.01%
629
1227
$13K ﹤0.01%
781
-51
1228
$13K ﹤0.01%
1,385
+100
1229
$13K ﹤0.01%
1,217
1230
$13K ﹤0.01%
1,673
+1,037
1231
$13K ﹤0.01%
643
-581
1232
$13K ﹤0.01%
540
-464
1233
$12K ﹤0.01%
124
1234
$12K ﹤0.01%
705
-156
1235
$12K ﹤0.01%
249
1236
$12K ﹤0.01%
100
1237
$12K ﹤0.01%
112
-33
1238
$12K ﹤0.01%
+300
1239
$12K ﹤0.01%
210
-148
1240
$12K ﹤0.01%
900
1241
$12K ﹤0.01%
400
1242
$12K ﹤0.01%
2,530
-1,400
1243
$12K ﹤0.01%
724
-18
1244
$12K ﹤0.01%
615
+17
1245
$12K ﹤0.01%
700
1246
$12K ﹤0.01%
333
1247
$12K ﹤0.01%
+158
1248
$12K ﹤0.01%
735
1249
$12K ﹤0.01%
468
-1,692
1250
$12K ﹤0.01%
364
+1
48 49
50
51 52