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
1351
$8K ﹤0.01%
248
+3
1352
$8K ﹤0.01%
99
1353
$8K ﹤0.01%
220
1354
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53
1355
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186
1356
$8K ﹤0.01%
638
1357
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125
1358
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200
+191
1359
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296
1360
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523
1361
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64
1362
$7K ﹤0.01%
415
1363
$7K ﹤0.01%
200
-200
1364
$7K ﹤0.01%
391
1365
$7K ﹤0.01%
900
1366
$7K ﹤0.01%
+150
1367
$7K ﹤0.01%
88
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398
1369
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365
1370
$7K ﹤0.01%
338
1371
$7K ﹤0.01%
165
-8
1372
$7K ﹤0.01%
186
+2
1373
$7K ﹤0.01%
900
-1,100
1374
$7K ﹤0.01%
66
-353
1375
$7K ﹤0.01%
+360
53 54
55
56 57