We are live on ! Find out more
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
1676
$1K ﹤0.01%
8
-98
1677
$1K ﹤0.01%
+10
1678
$1K ﹤0.01%
50
-1,300
1679
$1K ﹤0.01%
23
-8
1680
$1K ﹤0.01%
464
1681
$1K ﹤0.01%
30
+20
1682
$1K ﹤0.01%
40
1683
$1K ﹤0.01%
36
1684
$1K ﹤0.01%
44
+20
1685
$1K ﹤0.01%
+34
1686
$1K ﹤0.01%
4
1687
$1K ﹤0.01%
+27
1688
$1K ﹤0.01%
12
1689
$1K ﹤0.01%
25
-183
1690
– –
0
1691
$1K ﹤0.01%
60
1692
$1K ﹤0.01%
5
1693
$1K ﹤0.01%
300
1694
$1K ﹤0.01%
80
1695
$1K ﹤0.01%
40
1696
$1K ﹤0.01%
20
1697
$1K ﹤0.01%
+40
1698
$1K ﹤0.01%
+182
1699
$1K ﹤0.01%
35
-185
1700
$1K ﹤0.01%
20
-1,698
66 67
68
69 70