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
126
$2.22M 0.18%
126,624
+62,388
127
$2.2M 0.18%
49,878
+28,896
128
$2.19M 0.18%
19,678
-2,163
129
$2.19M 0.18%
47,063
-925
130
$2.19M 0.18%
24,977
+13,509
131
$2.14M 0.17%
8,650
-269
132
$2.1M 0.17%
11,400
-381
133
$2.08M 0.17%
20,893
-164
134
$2.06M 0.17%
10,421
-346
135
$2.06M 0.17%
42,587
-1,589
136
$2.02M 0.16%
57,565
-195
137
$1.93M 0.16%
81,085
-952
138
$1.9M 0.15%
47,595
-252
139
$1.89M 0.15%
33,744
-12,316
140
$1.88M 0.15%
24,470
+14,679
141
$1.88M 0.15%
51,024
+521
142
$1.84M 0.15%
13,884
+160
143
$1.82M 0.15%
35,776
+4,129
144
$1.82M 0.15%
58,582
-71
145
$1.79M 0.14%
98,988
+43,168
146
$1.77M 0.14%
25,993
-8,598
147
$1.76M 0.14%
22,390
+1,035
148
$1.75M 0.14%
39,184
+9,221
149
$1.75M 0.14%
54,480
-53,308
150
$1.74M 0.14%
45,133
+4,991
4 5
6
7 8