AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
1601
$2K ﹤0.01%
45
1602
$2K ﹤0.01%
89
1603
$2K ﹤0.01%
7
1604
$2K ﹤0.01%
57
1605
$2K ﹤0.01%
15
1606
$2K ﹤0.01%
14
-119
1607
$2K ﹤0.01%
+229
1608
$2K ﹤0.01%
52
1609
$2K ﹤0.01%
200
1610
$2K ﹤0.01%
200
1611
$2K ﹤0.01%
300
1612
$2K ﹤0.01%
99
1613
$2K ﹤0.01%
+108
1614
$2K ﹤0.01%
86
1615
$2K ﹤0.01%
20
1616
$2K ﹤0.01%
+240
1617
$1K ﹤0.01%
35
1618
$1K ﹤0.01%
11
1619
$1K ﹤0.01%
+400
1620
$1K ﹤0.01%
63
1621
$1K ﹤0.01%
38
1622
$1K ﹤0.01%
49
1623
$1K ﹤0.01%
200
1624
$1K ﹤0.01%
53
-16
1625
$1K ﹤0.01%
3
63 64
65
66 67