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
$1.24B
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 3.68%
5 Consumer Discretionary 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1826
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-192
1827
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-50
1828
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0
1829
$0 ﹤0.01%
3
-2
1830
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-774
1831
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9
1832
$0 ﹤0.01%
5
-4,400
1833
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-205
1834
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0
1835
– –
-11
1836
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-285
1837
$0 ﹤0.01%
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1838
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+21
1839
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1840
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-26
1841
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40
1842
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6
1843
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1844
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1845
$0 ﹤0.01%
50
1846
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1847
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1848
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1849
$0 ﹤0.01%
+2
1850
$0 ﹤0.01%
35
72 73
74
75 76