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
1301
$14.6K ﹤0.01%
4,826
+1,526
1302
$14.6K ﹤0.01%
623
+7
1303
$14.6K ﹤0.01%
627
+605
1304
$14.5K ﹤0.01%
604
+8
1305
$14.3K ﹤0.01%
26
+19
1306
$14.3K ﹤0.01%
763
1307
$14.2K ﹤0.01%
53
+4
1308
$14.2K ﹤0.01%
98
+1
1309
$14.1K ﹤0.01%
400
1310
$13.9K ﹤0.01%
156
+16
1311
$13.9K ﹤0.01%
344
-54
1312
$13.9K ﹤0.01%
187
1313
$13.8K ﹤0.01%
2,124
1314
$13.8K ﹤0.01%
432
1315
$13.8K ﹤0.01%
465
-185
1316
$13.7K ﹤0.01%
216
+76
1317
$13.7K ﹤0.01%
+250
1318
$13.7K ﹤0.01%
450
1319
$13.7K ﹤0.01%
124
1320
$13.6K ﹤0.01%
92
1321
$13.6K ﹤0.01%
47
+9
1322
$13.5K ﹤0.01%
409
+69
1323
$13.4K ﹤0.01%
275
1324
$13.4K ﹤0.01%
121
-33
1325
$13.1K ﹤0.01%
699
51 52
53
54 55