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
1901
– –
-63
1902
$0 ﹤0.01%
8
-20
1903
– –
-1
1904
$0 ﹤0.01%
10
1905
$0 ﹤0.01%
1
-29
1906
– –
0
1907
$0 ﹤0.01%
12
1908
– –
-1,142
1909
$0 ﹤0.01%
+59
1910
– –
-384
1911
– –
-100
1912
$0 ﹤0.01%
2
1913
– –
-416
1914
– –
-82
1915
– –
-225
1916
– –
-160
1917
$0 ﹤0.01%
3
1918
$0 ﹤0.01%
6
1919
$0 ﹤0.01%
12
1920
$0 ﹤0.01%
1
-99
1921
– –
-1,700
1922
– –
-2
1923
– –
-50
1924
– –
-1,000
1925
– –
0
75 76
77
78 79