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
1351
$12.1K ﹤0.01%
+750
1352
$12.1K ﹤0.01%
200
1353
$12.1K ﹤0.01%
233
+1
1354
$12.1K ﹤0.01%
229
1355
$12K ﹤0.01%
100
1356
$12K ﹤0.01%
2,250
1357
$12K ﹤0.01%
277
+1
1358
$11.9K ﹤0.01%
155
-100
1359
$11.9K ﹤0.01%
95
+2
1360
$11.8K ﹤0.01%
243
1361
$11.8K ﹤0.01%
1,400
1362
$11.8K ﹤0.01%
150
1363
$11.8K ﹤0.01%
650
+13
1364
$11.7K ﹤0.01%
167
1365
$11.6K ﹤0.01%
420
1366
$11.6K ﹤0.01%
392
-13
1367
$11.6K ﹤0.01%
228
-109
1368
$11.5K ﹤0.01%
250
1369
$11.5K ﹤0.01%
151
+1
1370
$11.4K ﹤0.01%
169
1371
$11.3K ﹤0.01%
300
1372
$11.3K ﹤0.01%
300
1373
$11.3K ﹤0.01%
146
+101
1374
$11.3K ﹤0.01%
305
-39
1375
$11.3K ﹤0.01%
1,875
+175
53 54
55
56 57