AF

Advisornet Financial Portfolio holdings

AUM $1.93B
1-Year Est. Return 18.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.58%
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
1326
$8K ﹤0.01%
262
1327
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80
1328
$8K ﹤0.01%
500
1329
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139
1330
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+362
1331
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500
1332
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34
+20
1333
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170
-25
1334
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238
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1335
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+1,139
1336
$8K ﹤0.01%
84
1337
$8K ﹤0.01%
+518
1338
$8K ﹤0.01%
1,100
-1,100
1339
$8K ﹤0.01%
630
1340
$8K ﹤0.01%
+128
1341
$8K ﹤0.01%
740
1342
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240
-667
1343
$8K ﹤0.01%
500
1344
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281
1345
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60
1346
$8K ﹤0.01%
343
-785
1347
$8K ﹤0.01%
185
1348
$8K ﹤0.01%
125
1349
$8K ﹤0.01%
25
1350
$8K ﹤0.01%
940
+739
52 53
54
55 56