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
$1.24B
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,022
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$6.24M
3
+$3.95M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.37M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$3.22M

Top Sells

1
+$17.5M
2
+$7.99M
3
+$4.77M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.91M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.8M

Sector Composition

1 Technology 6.94%
2 Healthcare 5.59%
3 Industrials 4.41%
4 Financials 3.68%
5 Consumer Discretionary 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1701
$1K ﹤0.01%
12
1702
$1K ﹤0.01%
25
-183
1703
– –
0
1704
$1K ﹤0.01%
3
-82
1705
$1K ﹤0.01%
159
1706
$1K ﹤0.01%
54
-1
1707
$1K ﹤0.01%
60
1708
$1K ﹤0.01%
5
1709
$1K ﹤0.01%
300
1710
$1K ﹤0.01%
80
1711
$1K ﹤0.01%
40
1712
$1K ﹤0.01%
+19
1713
$1K ﹤0.01%
105
1714
$1K ﹤0.01%
36
1715
$1K ﹤0.01%
12
1716
$1K ﹤0.01%
270
-250
1717
$1K ﹤0.01%
+65
1718
$1K ﹤0.01%
39
1719
$1K ﹤0.01%
68
1720
$1K ﹤0.01%
96
1721
$1K ﹤0.01%
235
1722
$1K ﹤0.01%
+8
1723
$1K ﹤0.01%
19
1724
$1K ﹤0.01%
32
1725
$1K ﹤0.01%
161
67 68
69
70 71