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
1401
$6K ﹤0.01%
100
1402
$6K ﹤0.01%
863
1403
$6K ﹤0.01%
120
1404
$6K ﹤0.01%
225
1405
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392
-40
1406
$6K ﹤0.01%
+459
1407
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+1
1408
$6K ﹤0.01%
322
1409
$6K ﹤0.01%
400
1410
$5K ﹤0.01%
398
-848
1411
$5K ﹤0.01%
66
1412
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352
+1
1413
$5K ﹤0.01%
381
1414
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300
1415
$5K ﹤0.01%
400
1416
$5K ﹤0.01%
150
1417
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52
1418
$5K ﹤0.01%
3,103
-6,726
1419
$5K ﹤0.01%
190
1420
$5K ﹤0.01%
300
1421
$5K ﹤0.01%
90
1422
$5K ﹤0.01%
30
1423
$5K ﹤0.01%
141
1424
$5K ﹤0.01%
200
-300
1425
$5K ﹤0.01%
218
+1
55 56
57
58 59