AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.85%
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 3.73%
5 Consumer Discretionary 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1751
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-3,120
1752
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$0 ﹤0.01%
105
1754
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-6
1755
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$0 ﹤0.01%
54
-23
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1759
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1760
$0 ﹤0.01%
130
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1761
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85
1762
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-5
1763
– –
-650
1764
$0 ﹤0.01%
16
1765
$0 ﹤0.01%
40
1766
$0 ﹤0.01%
351
1767
$0 ﹤0.01%
1,000
1768
$0 ﹤0.01%
400
1769
$0 ﹤0.01%
+462
1770
– –
-865
1771
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-84
1772
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1773
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-21,805
1774
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-7,984
1775
– –
-12
69 70
71
72 73