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
1251
$17.2K ﹤0.01%
175
+2
1252
$17.2K ﹤0.01%
213
+207
1253
$17.2K ﹤0.01%
355
1254
$17.2K ﹤0.01%
341
+324
1255
$17.2K ﹤0.01%
288
+252
1256
$17.1K ﹤0.01%
476
1257
$17.1K ﹤0.01%
280
-100
1258
$17K ﹤0.01%
58
-22
1259
$17K ﹤0.01%
+350
1260
$16.9K ﹤0.01%
28
-9
1261
$16.9K ﹤0.01%
335
1262
$16.8K ﹤0.01%
271
-11
1263
$16.8K ﹤0.01%
332
-58
1264
$16.6K ﹤0.01%
960
1265
$16.5K ﹤0.01%
2,330
1266
$16.5K ﹤0.01%
808
-50
1267
$16.4K ﹤0.01%
3,550
+100
1268
$16.4K ﹤0.01%
1,285
+1,000
1269
$16.4K ﹤0.01%
78
+4
1270
$16.3K ﹤0.01%
724
+4
1271
$16.3K ﹤0.01%
84
+71
1272
$16.3K ﹤0.01%
300
1273
$16.2K ﹤0.01%
242
+129
1274
$16K ﹤0.01%
335
+25
1275
$16K ﹤0.01%
325
+215
49 50
51
52 53