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
1301
$9K ﹤0.01%
316
-111
1302
$9K ﹤0.01%
223
-1,285
1303
$9K ﹤0.01%
+150
1304
$9K ﹤0.01%
400
+263
1305
$9K ﹤0.01%
181
1306
$9K ﹤0.01%
951
1307
$9K ﹤0.01%
681
1308
$9K ﹤0.01%
327
1309
$9K ﹤0.01%
86
1310
$9K ﹤0.01%
300
1311
$9K ﹤0.01%
2,698
+2
1312
$9K ﹤0.01%
75
1313
$9K ﹤0.01%
531
+467
1314
$9K ﹤0.01%
501
+1
1315
$9K ﹤0.01%
305
1316
$9K ﹤0.01%
173
-168
1317
$9K ﹤0.01%
3,814
-4,379
1318
$9K ﹤0.01%
236
-200
1319
$9K ﹤0.01%
1,300
-400
1320
$9K ﹤0.01%
92
1321
$9K ﹤0.01%
44
1322
$9K ﹤0.01%
100
1323
$8K ﹤0.01%
100
1324
$8K ﹤0.01%
100
1325
$8K ﹤0.01%
+200
51 52
53
54 55