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
1851
$0 ﹤0.01%
50
1852
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1853
$0 ﹤0.01%
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1854
– –
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1855
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1856
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1857
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1858
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1859
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1860
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1861
$0 ﹤0.01%
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1862
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12
1863
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8
1864
– –
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1865
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1866
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1867
$0 ﹤0.01%
+87
1868
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1869
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1870
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1871
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1872
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1873
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50
1874
– –
-390
1875
$0 ﹤0.01%
4
73 74
75
76 77