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
1551
$5.4K ﹤0.01%
+1,164
1552
$5.4K ﹤0.01%
15
-4
1553
$5.4K ﹤0.01%
+1,310
1554
$5.38K ﹤0.01%
131
1555
$5.37K ﹤0.01%
52
1556
$5.3K ﹤0.01%
200
1557
$5.3K ﹤0.01%
174
1558
$5.29K ﹤0.01%
74
+2
1559
$5.29K ﹤0.01%
141
1560
$5.27K ﹤0.01%
+53
1561
$5.25K ﹤0.01%
87
+1
1562
$5.19K ﹤0.01%
+115
1563
$5.17K ﹤0.01%
+150
1564
$5.15K ﹤0.01%
46
-72
1565
$5.14K ﹤0.01%
162
1566
$5.13K ﹤0.01%
500
1567
$5.12K ﹤0.01%
113
1568
$5.04K ﹤0.01%
28
+1
1569
$5.01K ﹤0.01%
168
1570
$4.98K ﹤0.01%
120
-3,673
1571
$4.97K ﹤0.01%
50
1572
$4.92K ﹤0.01%
+54
1573
$4.89K ﹤0.01%
338
1574
$4.83K ﹤0.01%
+100
1575
$4.83K ﹤0.01%
46
+4
61 62
63
64 65