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
1801
$1.62K ﹤0.01%
42
-40
1802
$1.62K ﹤0.01%
25
1803
$1.61K ﹤0.01%
38
1804
$1.61K ﹤0.01%
13
+1
1805
$1.6K ﹤0.01%
28
1806
$1.6K ﹤0.01%
265
1807
$1.59K ﹤0.01%
41
1808
$1.59K ﹤0.01%
65
1809
$1.59K ﹤0.01%
38
+24
1810
$1.59K ﹤0.01%
+35
1811
$1.58K ﹤0.01%
25
-45
1812
$1.57K ﹤0.01%
+48
1813
$1.56K ﹤0.01%
47
1814
$1.56K ﹤0.01%
55
1815
$1.56K ﹤0.01%
55
+5
1816
$1.55K ﹤0.01%
1,640
1817
$1.54K ﹤0.01%
48
1818
$1.54K ﹤0.01%
35
1819
$1.54K ﹤0.01%
20
1820
$1.5K ﹤0.01%
75
1821
$1.5K ﹤0.01%
+43
1822
$1.5K ﹤0.01%
41
-551
1823
$1.5K ﹤0.01%
9
+1
1824
$1.49K ﹤0.01%
150
1825
$1.49K ﹤0.01%
12
-2
71 72
73
74 75