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AF

Advisornet Financial Portfolio holdings

AUM $1.93B
1-Year Est. Return 18.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.58%
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
1751
– –
-650
1752
$0 ﹤0.01%
16
1753
$0 ﹤0.01%
40
1754
$0 ﹤0.01%
351
1755
$0 ﹤0.01%
1,000
1756
$0 ﹤0.01%
400
1757
$0 ﹤0.01%
+462
1758
– –
-865
1759
– –
-84
1760
– –
-300
1761
– –
-21,805
1762
– –
-7,984
1763
– –
-12
1764
$0 ﹤0.01%
+10
1765
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-450
1766
– –
-8
1767
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-325
1768
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0
1769
$0 ﹤0.01%
4
1770
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-131
1771
$0 ﹤0.01%
22
1772
$0 ﹤0.01%
10
1773
– –
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1774
$0 ﹤0.01%
3
1775
$0 ﹤0.01%
14
69 70
71
72 73