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
1726
$1K ﹤0.01%
50
1727
$1K ﹤0.01%
100
1728
$1K ﹤0.01%
+28
1729
$1K ﹤0.01%
20
1730
$1K ﹤0.01%
+40
1731
$0 ﹤0.01%
40
1732
$0 ﹤0.01%
351
1733
$0 ﹤0.01%
1,000
1734
$0 ﹤0.01%
400
1735
$0 ﹤0.01%
+462
1736
– –
-865
1737
– –
-84
1738
– –
-300
1739
– –
-21,805
1740
– –
-7,984
1741
– –
-12
1742
$0 ﹤0.01%
+10
1743
– –
-8,200
1744
– –
-119
1745
– –
-3,760
1746
– –
-280
1747
– –
-200
1748
– –
-300
1749
$0 ﹤0.01%
27
1750
$0 ﹤0.01%
33
68 69
70
71 72