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
1451
$8.2K ﹤0.01%
241
+4
1452
$8.16K ﹤0.01%
242
-5
1453
$8.12K ﹤0.01%
83
-37
1454
$8.12K ﹤0.01%
34
-12
1455
$8.06K ﹤0.01%
257
-30
1456
$8.05K ﹤0.01%
273
+9
1457
$8.01K ﹤0.01%
200
1458
$7.96K ﹤0.01%
+1,500
1459
$7.85K ﹤0.01%
56
-19
1460
$7.83K ﹤0.01%
500
1461
$7.75K ﹤0.01%
54
+3
1462
$7.74K ﹤0.01%
+180
1463
$7.6K ﹤0.01%
+1,350
1464
$7.6K ﹤0.01%
596
+19
1465
$7.6K ﹤0.01%
96
1466
$7.56K ﹤0.01%
84
-27
1467
$7.55K ﹤0.01%
500
1468
$7.55K ﹤0.01%
50
-3
1469
$7.54K ﹤0.01%
87
-74
1470
$7.52K ﹤0.01%
16
1471
$7.52K ﹤0.01%
695
1472
$7.48K ﹤0.01%
42
+6
1473
$7.46K ﹤0.01%
+258
1474
$7.43K ﹤0.01%
51
-18
1475
$7.42K ﹤0.01%
106
57 58
59
60 61