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
1526
$3K ﹤0.01%
100
1527
$3K ﹤0.01%
156
+3
1528
$3K ﹤0.01%
20
-228
1529
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82
-87
1530
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17
1531
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58
+8
1532
$3K ﹤0.01%
38
1533
$3K ﹤0.01%
+100
1534
$3K ﹤0.01%
262
+12
1535
$3K ﹤0.01%
35
1536
$3K ﹤0.01%
306
1537
$3K ﹤0.01%
500
1538
$3K ﹤0.01%
125
1539
$3K ﹤0.01%
134
1540
$3K ﹤0.01%
9
+6
1541
$3K ﹤0.01%
1,026
+126
1542
$3K ﹤0.01%
+337
1543
$2K ﹤0.01%
50
1544
$2K ﹤0.01%
180
1545
$2K ﹤0.01%
2
-2
1546
$2K ﹤0.01%
1
-11
1547
$2K ﹤0.01%
182
+7
1548
$2K ﹤0.01%
122
+1
1549
$2K ﹤0.01%
46
1550
$2K ﹤0.01%
147
60 61
62
63 64