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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
1801
$0 ﹤0.01%
40
1802
$0 ﹤0.01%
6
1803
– –
0
1804
– –
-180
1805
$0 ﹤0.01%
50
1806
$0 ﹤0.01%
100
1807
$0 ﹤0.01%
39
1808
– –
-13,550
1809
$0 ﹤0.01%
+2
1810
$0 ﹤0.01%
35
1811
$0 ﹤0.01%
2
1812
– –
-495
1813
$0 ﹤0.01%
300
1814
$0 ﹤0.01%
100
1815
– –
0
1816
– –
-2,230
1817
$0 ﹤0.01%
+16
1818
$0 ﹤0.01%
12
1819
$0 ﹤0.01%
8
1820
– –
-2,104
1821
– –
-76
1822
– –
-450
1823
$0 ﹤0.01%
15
1824
$0 ﹤0.01%
62
1825
$0 ﹤0.01%
+10
71 72
73
74 75