AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
1351
$8K ﹤0.01%
34
+20
1352
$8K ﹤0.01%
25
1353
$8K ﹤0.01%
940
+739
1354
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248
+3
1355
$8K ﹤0.01%
53
1356
$8K ﹤0.01%
186
1357
$8K ﹤0.01%
638
1358
$7K ﹤0.01%
391
1359
$7K ﹤0.01%
365
1360
$7K ﹤0.01%
338
1361
$7K ﹤0.01%
165
-8
1362
$7K ﹤0.01%
186
+2
1363
$7K ﹤0.01%
650
1364
$7K ﹤0.01%
850
1365
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288
1366
$7K ﹤0.01%
1,000
1367
$7K ﹤0.01%
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-11
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627
-113
1369
$7K ﹤0.01%
200
+191
1370
$7K ﹤0.01%
296
1371
$7K ﹤0.01%
523
1372
$7K ﹤0.01%
64
1373
$7K ﹤0.01%
415
1374
$7K ﹤0.01%
200
-200
1375
$7K ﹤0.01%
900
53 54
55
56 57