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
1726
$2.12K ﹤0.01%
57
-10
1727
$2.11K ﹤0.01%
39
1728
$2.1K ﹤0.01%
6
+4
1729
$2.1K ﹤0.01%
69
+13
1730
$2.1K ﹤0.01%
17
1731
$2.09K ﹤0.01%
16
+1
1732
$2.09K ﹤0.01%
159
+100
1733
$2.08K ﹤0.01%
50
-7
1734
$2.08K ﹤0.01%
70
1735
$2.08K ﹤0.01%
36
1736
$2.06K ﹤0.01%
36
1737
$2.05K ﹤0.01%
8
-2
1738
$2.05K ﹤0.01%
105
+5
1739
$2.03K ﹤0.01%
16
+1
1740
$2.03K ﹤0.01%
9
+1
1741
$2.02K ﹤0.01%
+258
1742
$2.01K ﹤0.01%
9
+4
1743
$2.01K ﹤0.01%
+6
1744
$2K ﹤0.01%
1,033
1745
$2K ﹤0.01%
13
+6
1746
$1.97K ﹤0.01%
259
1747
$1.97K ﹤0.01%
96
1748
$1.95K ﹤0.01%
21
1749
$1.95K ﹤0.01%
23
-139
1750
$1.94K ﹤0.01%
200
-100
68 69
70
71 72