AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
1476
$4K ﹤0.01%
51
1477
$4K ﹤0.01%
121
1478
$4K ﹤0.01%
100
1479
$4K ﹤0.01%
1,232
1480
$4K ﹤0.01%
62
+2
1481
$4K ﹤0.01%
300
+296
1482
$4K ﹤0.01%
300
+287
1483
$4K ﹤0.01%
732
+50
1484
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310
+125
1485
$4K ﹤0.01%
246
1486
$4K ﹤0.01%
258
1487
$4K ﹤0.01%
500
1488
$4K ﹤0.01%
493
-5,000
1489
$4K ﹤0.01%
+2,297
1490
$4K ﹤0.01%
+64
1491
$4K ﹤0.01%
25
1492
$3K ﹤0.01%
75
1493
$3K ﹤0.01%
+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%
47
1499
$3K ﹤0.01%
100
1500
$3K ﹤0.01%
394
+49
58 59
60
61 62