AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.85%
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 3.73%
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
$2K ﹤0.01%
52
1604
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200
1605
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200
1606
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300
1607
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+200
1608
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99
1609
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+108
1610
$2K ﹤0.01%
45
1611
$2K ﹤0.01%
263
+4
1612
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103
+1
1613
$2K ﹤0.01%
200
-200
1614
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86
1615
$2K ﹤0.01%
20
1616
$2K ﹤0.01%
+240
1617
$1K ﹤0.01%
18
1618
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35
1619
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11
1620
$1K ﹤0.01%
+400
1621
$1K ﹤0.01%
63
1622
$1K ﹤0.01%
38
1623
$1K ﹤0.01%
49
1624
$1K ﹤0.01%
200
1625
$1K ﹤0.01%
158
-50
63 64
65
66 67