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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
1901
$0 ﹤0.01%
+9
1902
$0 ﹤0.01%
15
1903
– –
-200
1904
– –
0
1905
– –
-3,120
1906
– –
-701
1907
$0 ﹤0.01%
21
1908
– –
-19
1909
$0 ﹤0.01%
+2
1910
– –
-1,400
1911
– –
-63
1912
$0 ﹤0.01%
8
-20
1913
– –
-1
1914
$0 ﹤0.01%
10
1915
$0 ﹤0.01%
1
-29
1916
– –
0
1917
$0 ﹤0.01%
12
1918
– –
-1,142
1919
$0 ﹤0.01%
+59
1920
– –
-384
1921
– –
-100
1922
$0 ﹤0.01%
2
1923
– –
-2
1924
– –
-50
1925
– –
-1,000
75 76
77
78 79