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
1651
$3.3K ﹤0.01%
68
1652
$3.28K ﹤0.01%
+598
1653
$3.27K ﹤0.01%
25
-4
1654
$3.26K ﹤0.01%
120
+5
1655
$3.25K ﹤0.01%
43
-12
1656
$3.23K ﹤0.01%
34
+14
1657
$3.22K ﹤0.01%
28
1658
$3.21K ﹤0.01%
41
1659
$3.21K ﹤0.01%
71
1660
$3.21K ﹤0.01%
30
+28
1661
$3.19K ﹤0.01%
247
1662
$3.18K ﹤0.01%
123
+73
1663
$3.15K ﹤0.01%
1
1664
$3.15K ﹤0.01%
75
1665
$3.13K ﹤0.01%
81
+38
1666
$3.12K ﹤0.01%
65
1667
$3.12K ﹤0.01%
+150
1668
$3.1K ﹤0.01%
68
+43
1669
$3.09K ﹤0.01%
35
+29
1670
$3.02K ﹤0.01%
11
+1
1671
$3.02K ﹤0.01%
+928
1672
$3K ﹤0.01%
32
+5
1673
$2.98K ﹤0.01%
+15
1674
$2.98K ﹤0.01%
406
+100
1675
$2.94K ﹤0.01%
30
65 66
67
68 69