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
1326
$13.1K ﹤0.01%
318
1327
$13K ﹤0.01%
517
1328
$13K ﹤0.01%
260
1329
$12.9K ﹤0.01%
70
1330
$12.9K ﹤0.01%
226
+24
1331
$12.9K ﹤0.01%
471
-32
1332
$12.8K ﹤0.01%
207
+202
1333
$12.8K ﹤0.01%
708
1334
$12.7K ﹤0.01%
312
1335
$12.6K ﹤0.01%
25
+1
1336
$12.6K ﹤0.01%
268
-30
1337
$12.5K ﹤0.01%
299
1338
$12.5K ﹤0.01%
250
1339
$12.5K ﹤0.01%
387
1340
$12.4K ﹤0.01%
134
+119
1341
$12.4K ﹤0.01%
74
+23
1342
$12.4K ﹤0.01%
300
1343
$12.2K ﹤0.01%
218
+3
1344
$12.2K ﹤0.01%
378
-141
1345
$12.2K ﹤0.01%
293
1346
$12.2K ﹤0.01%
276
+4
1347
$12.2K ﹤0.01%
258
+1
1348
$12.2K ﹤0.01%
600
1349
$12.1K ﹤0.01%
1,017
1350
$12.1K ﹤0.01%
316
52 53
54
55 56