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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
1876
$0 ﹤0.01%
1
-99
1877
– –
-1,700
1878
– –
-296
1879
– –
-309
1880
– –
-15
1881
– –
-3
1882
$0 ﹤0.01%
131
1883
– –
-500
1884
– –
-1,470
1885
$0 ﹤0.01%
26
1886
– –
-1,500
1887
– –
-1,400
1888
– –
-11
1889
– –
-38
1890
– –
-1,920
1891
– –
-56
1892
– –
-400
1893
– –
-4,000
1894
– –
-94
1895
– –
-470
1896
– –
-83
1897
$0 ﹤0.01%
5
1898
– –
-49
1899
– –
-103
1900
– –
-164
74 75
76
77 78