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
1676
$2.94K ﹤0.01%
46
1677
$2.93K ﹤0.01%
411
1678
$2.92K ﹤0.01%
17
-14
1679
$2.88K ﹤0.01%
424
1680
$2.81K ﹤0.01%
300
1681
$2.8K ﹤0.01%
7
1682
$2.8K ﹤0.01%
27
-10
1683
$2.77K ﹤0.01%
300
1684
$2.76K ﹤0.01%
300
1685
$2.75K ﹤0.01%
37
+22
1686
$2.74K ﹤0.01%
+1,000
1687
$2.71K ﹤0.01%
+375
1688
$2.68K ﹤0.01%
167
1689
$2.68K ﹤0.01%
165
1690
$2.65K ﹤0.01%
55
1691
$2.64K ﹤0.01%
+32
1692
$2.63K ﹤0.01%
24
+9
1693
$2.63K ﹤0.01%
262
1694
$2.61K ﹤0.01%
100
1695
$2.59K ﹤0.01%
+48
1696
$2.54K ﹤0.01%
22
1697
$2.53K ﹤0.01%
40
-95
1698
$2.49K ﹤0.01%
99
1699
$2.48K ﹤0.01%
24
+9
1700
$2.46K ﹤0.01%
292
+15
66 67
68
69 70