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AF

Advisornet Financial Portfolio holdings

AUM $1.93B
1-Year Est. Return 18.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.58%
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
1451
$5K ﹤0.01%
+1,506
1452
$5K ﹤0.01%
190
1453
$5K ﹤0.01%
300
1454
$5K ﹤0.01%
90
1455
$5K ﹤0.01%
150
1456
$5K ﹤0.01%
570
-20
1457
$4K ﹤0.01%
310
+125
1458
$4K ﹤0.01%
300
1459
$4K ﹤0.01%
100
1460
$4K ﹤0.01%
51
1461
$4K ﹤0.01%
+400
1462
$4K ﹤0.01%
206
1463
$4K ﹤0.01%
+16
1464
$4K ﹤0.01%
+600
1465
$4K ﹤0.01%
450
1466
$4K ﹤0.01%
400
1467
$4K ﹤0.01%
+356
1468
$4K ﹤0.01%
158
+7
1469
$4K ﹤0.01%
137
1470
$4K ﹤0.01%
51
1471
$4K ﹤0.01%
121
1472
$4K ﹤0.01%
188
-800
1473
$4K ﹤0.01%
91
1474
$4K ﹤0.01%
732
+50
1475
$4K ﹤0.01%
76
57 58
59
60 61