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
1601
$2K ﹤0.01%
39
1602
$2K ﹤0.01%
155
-400
1603
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52
1604
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200
1605
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200
1606
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300
1607
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99
1608
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+108
1609
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45
1610
$2K ﹤0.01%
263
+4
1611
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103
+1
1612
$2K ﹤0.01%
200
-200
1613
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86
1614
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20
1615
$2K ﹤0.01%
+240
1616
$2K ﹤0.01%
+200
1617
$1K ﹤0.01%
+34
1618
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4
1619
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+27
1620
$1K ﹤0.01%
18
1621
$1K ﹤0.01%
35
1622
$1K ﹤0.01%
11
1623
$1K ﹤0.01%
+400
1624
$1K ﹤0.01%
63
1625
$1K ﹤0.01%
38
63 64
65
66 67