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
1876
$0 ﹤0.01%
11
1877
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-6
1878
– –
0
1879
– –
-3,120
1880
– –
-701
1881
$0 ﹤0.01%
105
1882
– –
-6
1883
– –
-538
1884
– –
-97
1885
$0 ﹤0.01%
54
-23
1886
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-1,740
1887
– –
-287
1888
$0 ﹤0.01%
130
+108
1889
$0 ﹤0.01%
85
1890
– –
-5
1891
– –
-650
1892
$0 ﹤0.01%
16
1893
$0 ﹤0.01%
12
1894
– –
-362
1895
– –
0
1896
– –
-495
1897
$0 ﹤0.01%
300
1898
– –
-19
1899
$0 ﹤0.01%
+2
1900
– –
-1,400
74 75
76
77 78