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
1276
$11K ﹤0.01%
32
1277
$11K ﹤0.01%
86
1278
$11K ﹤0.01%
13,206
+13,200
1279
$11K ﹤0.01%
150
1280
$10K ﹤0.01%
262
1281
$10K ﹤0.01%
2,000
1282
$10K ﹤0.01%
4
-1
1283
$10K ﹤0.01%
289
-117
1284
$10K ﹤0.01%
1,327
1285
$10K ﹤0.01%
332
-200
1286
$10K ﹤0.01%
700
1287
$10K ﹤0.01%
266
+21
1288
$10K ﹤0.01%
125
-50
1289
$10K ﹤0.01%
1,317
+1,000
1290
$10K ﹤0.01%
120
1291
$10K ﹤0.01%
50
1292
$10K ﹤0.01%
327
-940
1293
$10K ﹤0.01%
13
-4
1294
$10K ﹤0.01%
+50
1295
$10K ﹤0.01%
288
1296
$10K ﹤0.01%
78
+20
1297
$10K ﹤0.01%
325
-200
1298
$10K ﹤0.01%
329
1299
$9K ﹤0.01%
+220
1300
$9K ﹤0.01%
200
-700
50 51
52
53 54