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
1751
$1.93K ﹤0.01%
37
-13
1752
$1.93K ﹤0.01%
+75
1753
$1.91K ﹤0.01%
31
+5
1754
$1.89K ﹤0.01%
555
1755
$1.88K ﹤0.01%
200
1756
$1.87K ﹤0.01%
49
1757
$1.87K ﹤0.01%
45
+1
1758
$1.86K ﹤0.01%
283
+281
1759
$1.85K ﹤0.01%
+20
1760
$1.84K ﹤0.01%
161
1761
$1.83K ﹤0.01%
70
-4
1762
$1.82K ﹤0.01%
10
1763
$1.82K ﹤0.01%
27
1764
$1.82K ﹤0.01%
39
+10
1765
$1.81K ﹤0.01%
2,086
1766
$1.79K ﹤0.01%
662
+412
1767
$1.78K ﹤0.01%
30
1768
$1.78K ﹤0.01%
33
+13
1769
$1.77K ﹤0.01%
101
+75
1770
$1.77K ﹤0.01%
785
+535
1771
$1.75K ﹤0.01%
11
-40
1772
$1.74K ﹤0.01%
24
1773
$1.73K ﹤0.01%
7
-7
1774
$1.73K ﹤0.01%
500
1775
$1.72K ﹤0.01%
140
69 70
71
72 73