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
1426
$9.26K ﹤0.01%
124
+114
1427
$9.21K ﹤0.01%
112
-24
1428
$9.15K ﹤0.01%
1,372
1429
$9.14K ﹤0.01%
67
-4
1430
$9.08K ﹤0.01%
153
-21
1431
$9.04K ﹤0.01%
37
+27
1432
$9K ﹤0.01%
6
1433
$8.97K ﹤0.01%
38
+19
1434
$8.94K ﹤0.01%
353
+76
1435
$8.9K ﹤0.01%
56
-7
1436
$8.88K ﹤0.01%
150
1437
$8.84K ﹤0.01%
38
-32
1438
$8.8K ﹤0.01%
200
1439
$8.76K ﹤0.01%
+239
1440
$8.7K ﹤0.01%
100
1441
$8.53K ﹤0.01%
36
-10
1442
$8.46K ﹤0.01%
+115
1443
$8.44K ﹤0.01%
423
1444
$8.39K ﹤0.01%
277
1445
$8.37K ﹤0.01%
+355
1446
$8.37K ﹤0.01%
225
1447
$8.31K ﹤0.01%
46
+8
1448
$8.24K ﹤0.01%
186
+6
1449
$8.22K ﹤0.01%
109
+46
1450
$8.2K ﹤0.01%
156
56 57
58
59 60