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
1526
$3K ﹤0.01%
35
1527
$3K ﹤0.01%
737
1528
$3K ﹤0.01%
75
1529
$3K ﹤0.01%
207
+85
1530
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306
1531
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125
1532
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134
1533
$3K ﹤0.01%
9
+6
1534
$3K ﹤0.01%
133
1535
$3K ﹤0.01%
103
-2
1536
$3K ﹤0.01%
71
+62
1537
$3K ﹤0.01%
75
1538
$3K ﹤0.01%
306
1539
$3K ﹤0.01%
302
-98
1540
$3K ﹤0.01%
1,026
+126
1541
$3K ﹤0.01%
+337
1542
$3K ﹤0.01%
+100
1543
$2K ﹤0.01%
100
1544
$2K ﹤0.01%
41
1545
$2K ﹤0.01%
53
+1
1546
$2K ﹤0.01%
20
-80
1547
$2K ﹤0.01%
750
1548
$2K ﹤0.01%
100
1549
$2K ﹤0.01%
10
1550
$2K ﹤0.01%
2
-2
60 61
62
63 64