AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
1701
$1K ﹤0.01%
474
1702
$1K ﹤0.01%
62
1703
$1K ﹤0.01%
15
1704
$1K ﹤0.01%
6
-3
1705
$1K ﹤0.01%
50
-1,300
1706
$1K ﹤0.01%
23
-8
1707
$1K ﹤0.01%
464
1708
$1K ﹤0.01%
30
+20
1709
$1K ﹤0.01%
+34
1710
$1K ﹤0.01%
4
1711
$1K ﹤0.01%
+27
1712
$1K ﹤0.01%
12
1713
$1K ﹤0.01%
25
-183
1714
– –
0
1715
$1K ﹤0.01%
3
-82
1716
$1K ﹤0.01%
159
1717
$1K ﹤0.01%
54
-1
1718
$1K ﹤0.01%
60
1719
$1K ﹤0.01%
5
1720
$1K ﹤0.01%
300
1721
$1K ﹤0.01%
12
1722
$1K ﹤0.01%
270
-250
1723
$1K ﹤0.01%
+65
1724
$1K ﹤0.01%
19
1725
$1K ﹤0.01%
32
67 68
69
70 71