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
1476
$4K ﹤0.01%
732
+50
1477
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310
+125
1478
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300
1479
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100
1480
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76
1481
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100
1482
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+129
1483
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246
1484
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258
1485
$4K ﹤0.01%
500
1486
$4K ﹤0.01%
493
-5,000
1487
$4K ﹤0.01%
+2,297
1488
$4K ﹤0.01%
+64
1489
$4K ﹤0.01%
150
1490
$4K ﹤0.01%
25
1491
$4K ﹤0.01%
93
1492
$3K ﹤0.01%
500
1493
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+300
1494
$3K ﹤0.01%
25
1495
$3K ﹤0.01%
150
-1,000
1496
$3K ﹤0.01%
97
1497
$3K ﹤0.01%
+88
1498
$3K ﹤0.01%
89
1499
$3K ﹤0.01%
100
1500
$3K ﹤0.01%
+110
58 59
60
61 62