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
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%
400
1238
$12K ﹤0.01%
2,530
-1,400
1239
$12K ﹤0.01%
724
-18
1240
$12K ﹤0.01%
615
+17
1241
$12K ﹤0.01%
700
1242
$12K ﹤0.01%
333
1243
$12K ﹤0.01%
+158
1244
$12K ﹤0.01%
735
1245
$12K ﹤0.01%
468
-1,692
1246
$12K ﹤0.01%
364
+1
1247
$12K ﹤0.01%
432
1248
$12K ﹤0.01%
112
-33
1249
$12K ﹤0.01%
+300
1250
$12K ﹤0.01%
210
-148
48 49
50
51 52