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
1276
$11K ﹤0.01%
300
1277
$11K ﹤0.01%
417
-1,273
1278
$11K ﹤0.01%
435
1279
$11K ﹤0.01%
13,206
+13,200
1280
$10K ﹤0.01%
262
1281
$10K ﹤0.01%
2,000
1282
$10K ﹤0.01%
4
-1
1283
$10K ﹤0.01%
1,327
1284
$10K ﹤0.01%
332
-200
1285
$10K ﹤0.01%
700
1286
$10K ﹤0.01%
1,317
+1,000
1287
$10K ﹤0.01%
120
1288
$10K ﹤0.01%
50
1289
$10K ﹤0.01%
+50
1290
$10K ﹤0.01%
288
1291
$10K ﹤0.01%
78
+20
1292
$10K ﹤0.01%
325
-200
1293
$10K ﹤0.01%
329
1294
$10K ﹤0.01%
289
-117
1295
$10K ﹤0.01%
266
+21
1296
$10K ﹤0.01%
125
-50
1297
$10K ﹤0.01%
327
-940
1298
$10K ﹤0.01%
13
-4
1299
$9K ﹤0.01%
100
1300
$9K ﹤0.01%
181
50 51
52
53 54