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
1626
$1K ﹤0.01%
49
1627
$1K ﹤0.01%
200
1628
$1K ﹤0.01%
158
-50
1629
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3
-2
1630
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28
1631
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3
1632
$1K ﹤0.01%
78
1633
$1K ﹤0.01%
25
1634
$1K ﹤0.01%
1,629
+1,000
1635
$1K ﹤0.01%
95
1636
$1K ﹤0.01%
11
1637
$1K ﹤0.01%
176
1638
$1K ﹤0.01%
178
1639
$1K ﹤0.01%
+182
1640
$1K ﹤0.01%
109
1641
$1K ﹤0.01%
+47
1642
$1K ﹤0.01%
190
1643
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50
1644
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+51
1645
$1K ﹤0.01%
20
-125
1646
$1K ﹤0.01%
35
-185
1647
$1K ﹤0.01%
20
-1,698
1648
$1K ﹤0.01%
+50
1649
$1K ﹤0.01%
+6
1650
$1K ﹤0.01%
100
-100
64 65
66
67 68