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AF

Advisornet Financial Portfolio holdings

AUM $1.93B
1-Year Est. Return 18.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.58%
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
1651
$1K ﹤0.01%
15
-12
1652
$1K ﹤0.01%
+30
1653
$1K ﹤0.01%
21
1654
$1K ﹤0.01%
121
1655
$1K ﹤0.01%
44
1656
$1K ﹤0.01%
78
+23
1657
$1K ﹤0.01%
450
1658
$1K ﹤0.01%
15
1659
$1K ﹤0.01%
47
1660
$1K ﹤0.01%
9
1661
$1K ﹤0.01%
54
1662
$1K ﹤0.01%
34
-1,600
1663
$1K ﹤0.01%
1,000
1664
$1K ﹤0.01%
18
1665
$1K ﹤0.01%
209
-1,000
1666
$1K ﹤0.01%
70
1667
$1K ﹤0.01%
56
1668
$1K ﹤0.01%
200
1669
$1K ﹤0.01%
15
1670
$1K ﹤0.01%
6
-3
1671
$1K ﹤0.01%
18
-585
1672
$1K ﹤0.01%
357
1673
$1K ﹤0.01%
65
1674
$1K ﹤0.01%
60
+20
1675
$1K ﹤0.01%
69
65 66
67
68 69