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
1376
$7K ﹤0.01%
202
+2
1377
$7K ﹤0.01%
500
1378
$7K ﹤0.01%
433
1379
$7K ﹤0.01%
850
1380
$7K ﹤0.01%
288
1381
$7K ﹤0.01%
1,000
1382
$7K ﹤0.01%
173
-11
1383
$7K ﹤0.01%
627
-113
1384
$7K ﹤0.01%
350
1385
$7K ﹤0.01%
406
1386
$6K ﹤0.01%
+100
1387
$6K ﹤0.01%
93
1388
$6K ﹤0.01%
119
1389
$6K ﹤0.01%
82
1390
$6K ﹤0.01%
224
1391
$6K ﹤0.01%
304
1392
$6K ﹤0.01%
229
1393
$6K ﹤0.01%
218
+209
1394
$6K ﹤0.01%
70
1395
$6K ﹤0.01%
50
-7
1396
$6K ﹤0.01%
187
1397
$6K ﹤0.01%
107
1398
$6K ﹤0.01%
303
1399
$6K ﹤0.01%
100
1400
$6K ﹤0.01%
863
54 55
56
57 58