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
1426
$5K ﹤0.01%
700
1427
$5K ﹤0.01%
270
1428
$5K ﹤0.01%
604
1429
$5K ﹤0.01%
3,103
-6,726
1430
$5K ﹤0.01%
190
1431
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300
1432
$5K ﹤0.01%
90
1433
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150
1434
$5K ﹤0.01%
375
-16,179
1435
$5K ﹤0.01%
561
1436
$5K ﹤0.01%
119
-324
1437
$5K ﹤0.01%
570
-20
1438
$5K ﹤0.01%
546
1439
$5K ﹤0.01%
15
1440
$5K ﹤0.01%
30
1441
$5K ﹤0.01%
141
1442
$5K ﹤0.01%
200
-300
1443
$5K ﹤0.01%
+400
1444
$5K ﹤0.01%
86
-281
1445
$5K ﹤0.01%
338
-1
1446
$5K ﹤0.01%
185
-99
1447
$5K ﹤0.01%
500
1448
$5K ﹤0.01%
218
+1
1449
$5K ﹤0.01%
89
+15
1450
$5K ﹤0.01%
27
-216
56 57
58
59 60