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
$1.34B
AUM Growth
+$237M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,283
New
Increased
Reduced
Closed

Top Buys

1
+$41.9M
2
+$7.74M
3
+$5.26M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.15M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.83M

Top Sells

1
+$1.07M
2
+$1.03M
3
+$810K
4
LHX icon
L3Harris
LHX
+$702K
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$547K

Sector Composition

1 Technology 8.69%
2 Industrials 4.39%
3 Financials 4.05%
4 Healthcare 3.79%
5 Consumer Discretionary 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
$6.25K ﹤0.01%
51
-26
1527
$6.22K ﹤0.01%
135
1528
$6.19K ﹤0.01%
56
-21
1529
$6.13K ﹤0.01%
556
1530
$6.13K ﹤0.01%
105
1531
$6.09K ﹤0.01%
262
1532
$6.06K ﹤0.01%
88
1533
$6.06K ﹤0.01%
200
1534
$5.95K ﹤0.01%
+97
1535
$5.93K ﹤0.01%
96
1536
$5.89K ﹤0.01%
241
1537
$5.89K ﹤0.01%
266
1538
$5.81K ﹤0.01%
191
-612
1539
$5.81K ﹤0.01%
+101
1540
$5.76K ﹤0.01%
60
1541
$5.76K ﹤0.01%
60
1542
$5.73K ﹤0.01%
44
+6
1543
$5.68K ﹤0.01%
1,059
1544
$5.63K ﹤0.01%
142
1545
$5.63K ﹤0.01%
147
1546
$5.59K ﹤0.01%
12
+10
1547
$5.52K ﹤0.01%
32
+3
1548
$5.46K ﹤0.01%
26
+21
1549
$5.44K ﹤0.01%
484
-1,753
1550
$5.42K ﹤0.01%
104
60 61
62
63 64