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
1626
$3.8K ﹤0.01%
1,200
1627
$3.79K ﹤0.01%
47
1628
$3.69K ﹤0.01%
115
1629
$3.66K ﹤0.01%
100
1630
$3.66K ﹤0.01%
21
+1
1631
$3.63K ﹤0.01%
273
+7
1632
$3.6K ﹤0.01%
770
-350
1633
$3.53K ﹤0.01%
390
+223
1634
$3.52K ﹤0.01%
108
1635
$3.5K ﹤0.01%
22
1636
$3.48K ﹤0.01%
45
1637
$3.47K ﹤0.01%
21
+1
1638
$3.47K ﹤0.01%
250
1639
$3.46K ﹤0.01%
100
1640
$3.44K ﹤0.01%
322
+222
1641
$3.43K ﹤0.01%
740
1642
$3.43K ﹤0.01%
137
+111
1643
$3.42K ﹤0.01%
+305
1644
$3.4K ﹤0.01%
2,500
1645
$3.4K ﹤0.01%
143
+4
1646
$3.39K ﹤0.01%
185
1647
$3.36K ﹤0.01%
+132
1648
$3.36K ﹤0.01%
45
1649
$3.32K ﹤0.01%
83
+25
1650
$3.3K ﹤0.01%
+900
64 65
66
67 68