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
1251
$12K ﹤0.01%
272
1252
$12K ﹤0.01%
900
1253
$12K ﹤0.01%
+500
1254
$12K ﹤0.01%
921
-850
1255
$11K ﹤0.01%
159
1256
$11K ﹤0.01%
1,044
+20
1257
$11K ﹤0.01%
237
+75
1258
$11K ﹤0.01%
275
1259
$11K ﹤0.01%
1,100
1260
$11K ﹤0.01%
310
1261
$11K ﹤0.01%
307
-193
1262
$11K ﹤0.01%
126
-37
1263
$11K ﹤0.01%
386
+4
1264
$11K ﹤0.01%
648
1265
$11K ﹤0.01%
1,200
1266
$11K ﹤0.01%
300
1267
$11K ﹤0.01%
100
1268
$11K ﹤0.01%
40
+7
1269
$11K ﹤0.01%
500
1270
$11K ﹤0.01%
2,485
+62
1271
$11K ﹤0.01%
652
1272
$11K ﹤0.01%
300
1273
$11K ﹤0.01%
417
-1,273
1274
$11K ﹤0.01%
435
1275
$11K ﹤0.01%
+10
49 50
51
52 53