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
1601
$4.18K ﹤0.01%
102
1602
$4.18K ﹤0.01%
118
-92
1603
$4.17K ﹤0.01%
161
-10
1604
$4.17K ﹤0.01%
21
+1
1605
$4.16K ﹤0.01%
113
1606
$4.12K ﹤0.01%
157
1607
$4.05K ﹤0.01%
75
1608
$4.03K ﹤0.01%
113
+5
1609
$4.03K ﹤0.01%
92
+73
1610
$4.02K ﹤0.01%
185
+149
1611
$4.02K ﹤0.01%
35
1612
$4K ﹤0.01%
58
1613
$4K ﹤0.01%
294
+29
1614
$4K ﹤0.01%
227
+13
1615
$3.99K ﹤0.01%
+39
1616
$3.99K ﹤0.01%
36
1617
$3.99K ﹤0.01%
+30
1618
$3.97K ﹤0.01%
47
1619
$3.97K ﹤0.01%
201
+123
1620
$3.96K ﹤0.01%
+880
1621
$3.89K ﹤0.01%
831
-333
1622
$3.87K ﹤0.01%
37
+10
1623
$3.86K ﹤0.01%
52
+2
1624
$3.84K ﹤0.01%
126
+9
1625
$3.81K ﹤0.01%
34
63 64
65
66 67