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
1551
$2K ﹤0.01%
1
-11
1552
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182
+7
1553
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122
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1554
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46
1555
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147
1556
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+100
1557
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285
-425
1558
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55
1559
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50
1560
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42
1561
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30
+21
1562
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90
-174
1563
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108
1564
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88
1565
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56
1566
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50
-972
1567
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47
1568
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73
+20
1569
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26
-625
1570
$2K ﹤0.01%
30
1571
$2K ﹤0.01%
200
-1,455
1572
$2K ﹤0.01%
74
1573
$2K ﹤0.01%
14
1574
$2K ﹤0.01%
+50
1575
$2K ﹤0.01%
179
+3
61 62
63
64 65