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
1501
$3K ﹤0.01%
+114
1502
$3K ﹤0.01%
57
-4,758
1503
$3K ﹤0.01%
303
1504
$3K ﹤0.01%
92
-3
1505
$3K ﹤0.01%
542
+11
1506
$3K ﹤0.01%
+482
1507
$3K ﹤0.01%
200
-500
1508
$3K ﹤0.01%
+68
1509
$3K ﹤0.01%
4
1510
$3K ﹤0.01%
737
1511
$3K ﹤0.01%
207
+85
1512
$3K ﹤0.01%
133
1513
$3K ﹤0.01%
103
-2
1514
$3K ﹤0.01%
71
+62
1515
$3K ﹤0.01%
75
1516
$3K ﹤0.01%
306
1517
$3K ﹤0.01%
302
-98
1518
$3K ﹤0.01%
89
1519
$3K ﹤0.01%
100
1520
$3K ﹤0.01%
+110
1521
$3K ﹤0.01%
+20
1522
$3K ﹤0.01%
191
1523
$3K ﹤0.01%
200
1524
$3K ﹤0.01%
170
1525
$3K ﹤0.01%
1,000
59 60
61
62 63