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
1626
$1K ﹤0.01%
78
1627
$1K ﹤0.01%
25
1628
$1K ﹤0.01%
1,629
+1,000
1629
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95
1630
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11
1631
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176
1632
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50
1633
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+51
1634
$1K ﹤0.01%
20
-125
1635
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35
-185
1636
$1K ﹤0.01%
20
-1,698
1637
$1K ﹤0.01%
+50
1638
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+6
1639
$1K ﹤0.01%
100
-100
1640
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6
1641
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100
1642
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35
1643
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209
-1,000
1644
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70
1645
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56
1646
$1K ﹤0.01%
200
1647
$1K ﹤0.01%
18
-585
1648
$1K ﹤0.01%
357
1649
$1K ﹤0.01%
65
1650
$1K ﹤0.01%
60
+20
64 65
66
67 68