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
1576
$4.82K ﹤0.01%
25
1577
$4.81K ﹤0.01%
59
+5
1578
$4.72K ﹤0.01%
34
-13
1579
$4.71K ﹤0.01%
133
+70
1580
$4.67K ﹤0.01%
154
+29
1581
$4.63K ﹤0.01%
250
1582
$4.62K ﹤0.01%
22
+9
1583
$4.56K ﹤0.01%
+700
1584
$4.55K ﹤0.01%
226
+204
1585
$4.54K ﹤0.01%
100
1586
$4.48K ﹤0.01%
39
1587
$4.43K ﹤0.01%
34
+12
1588
$4.43K ﹤0.01%
47
1589
$4.38K ﹤0.01%
14
+9
1590
$4.37K ﹤0.01%
261
1591
$4.36K ﹤0.01%
147
1592
$4.34K ﹤0.01%
62
1593
$4.33K ﹤0.01%
150
-80
1594
$4.3K ﹤0.01%
+88
1595
$4.29K ﹤0.01%
29
+1
1596
$4.29K ﹤0.01%
56
-59
1597
$4.28K ﹤0.01%
60
+4
1598
$4.24K ﹤0.01%
37
1599
$4.21K ﹤0.01%
147
1600
$4.2K ﹤0.01%
34
+9
62 63
64
65 66