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AF

Advisornet Financial Portfolio holdings

AUM $1.93B
1-Year Est. Return 18.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.58%
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
1551
$2K ﹤0.01%
155
-400
1552
$2K ﹤0.01%
52
1553
$2K ﹤0.01%
200
1554
$2K ﹤0.01%
263
+4
1555
$2K ﹤0.01%
103
+1
1556
$2K ﹤0.01%
200
-200
1557
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86
1558
$2K ﹤0.01%
100
1559
$2K ﹤0.01%
41
1560
$2K ﹤0.01%
53
+1
1561
$2K ﹤0.01%
20
-80
1562
$2K ﹤0.01%
750
1563
$2K ﹤0.01%
100
1564
$2K ﹤0.01%
147
1565
$2K ﹤0.01%
+100
1566
$2K ﹤0.01%
285
-425
1567
$2K ﹤0.01%
55
1568
$2K ﹤0.01%
50
1569
$2K ﹤0.01%
42
1570
$2K ﹤0.01%
30
+21
1571
$2K ﹤0.01%
90
-174
1572
$2K ﹤0.01%
108
1573
$2K ﹤0.01%
88
1574
$2K ﹤0.01%
56
1575
$2K ﹤0.01%
50
-972
61 62
63
64 65