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
1851
$1.33K ﹤0.01%
5
1852
$1.32K ﹤0.01%
25
-70
1853
$1.31K ﹤0.01%
45
+5
1854
$1.31K ﹤0.01%
50
1855
$1.31K ﹤0.01%
+12
1856
$1.31K ﹤0.01%
170
-7
1857
$1.3K ﹤0.01%
68
-62
1858
$1.29K ﹤0.01%
+60
1859
$1.29K ﹤0.01%
12
1860
$1.29K ﹤0.01%
25
-20
1861
$1.29K ﹤0.01%
101
1862
$1.28K ﹤0.01%
180
-171
1863
$1.27K ﹤0.01%
+15
1864
$1.27K ﹤0.01%
24
1865
$1.26K ﹤0.01%
16
1866
$1.26K ﹤0.01%
84
+51
1867
$1.26K ﹤0.01%
25
1868
$1.26K ﹤0.01%
50
+5
1869
$1.26K ﹤0.01%
12
+7
1870
$1.25K ﹤0.01%
44
1871
$1.25K ﹤0.01%
150
1872
$1.23K ﹤0.01%
65
1873
$1.23K ﹤0.01%
20
1874
$1.22K ﹤0.01%
45
+10
1875
$1.22K ﹤0.01%
+25
73 74
75
76 77