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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
1826
– –
-175
1827
$0 ﹤0.01%
12
1828
$0 ﹤0.01%
50
1829
– –
-390
1830
$0 ﹤0.01%
4
1831
$0 ﹤0.01%
134
1832
$0 ﹤0.01%
10
1833
– –
-2,540
1834
– –
-7
1835
– –
-52
1836
$0 ﹤0.01%
11
1837
– –
-6
1838
$0 ﹤0.01%
105
1839
– –
-6
1840
– –
-538
1841
– –
-97
1842
$0 ﹤0.01%
54
-23
1843
– –
-1,740
1844
– –
-287
1845
$0 ﹤0.01%
130
+108
1846
$0 ﹤0.01%
85
1847
– –
-5
1848
– –
-8,200
1849
– –
-119
1850
– –
-3,760
72 73
74
75 76