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
1501
$3K ﹤0.01%
+20
1502
$3K ﹤0.01%
191
1503
$3K ﹤0.01%
200
1504
$3K ﹤0.01%
170
1505
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47
1506
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100
1507
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394
+49
1508
$3K ﹤0.01%
+114
1509
$3K ﹤0.01%
57
-4,758
1510
$3K ﹤0.01%
1,000
1511
$3K ﹤0.01%
100
1512
$3K ﹤0.01%
156
+3
1513
$3K ﹤0.01%
20
-228
1514
$3K ﹤0.01%
303
1515
$3K ﹤0.01%
92
-3
1516
$3K ﹤0.01%
542
+11
1517
$3K ﹤0.01%
82
-87
1518
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17
1519
$3K ﹤0.01%
58
+8
1520
$3K ﹤0.01%
38
1521
$3K ﹤0.01%
+482
1522
$3K ﹤0.01%
200
-500
1523
$3K ﹤0.01%
+68
1524
$3K ﹤0.01%
200
1525
$3K ﹤0.01%
262
+12
59 60
61
62 63