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
1901
$1.1K ﹤0.01%
+45
1902
$1.1K ﹤0.01%
9
-7
1903
$1.1K ﹤0.01%
48
1904
$1.09K ﹤0.01%
10
1905
$1.09K ﹤0.01%
382
+194
1906
$1.09K ﹤0.01%
+270
1907
$1.07K ﹤0.01%
54
1908
$1.07K ﹤0.01%
135
1909
$1.07K ﹤0.01%
+60
1910
$1.06K ﹤0.01%
50
1911
$1.06K ﹤0.01%
13
1912
$1.06K ﹤0.01%
+25
1913
$1.05K ﹤0.01%
55
+46
1914
$1.05K ﹤0.01%
4
-1
1915
$1.05K ﹤0.01%
+17
1916
$1.05K ﹤0.01%
10
+7
1917
$1.05K ﹤0.01%
25
1918
$1.04K ﹤0.01%
5
1919
$1.04K ﹤0.01%
62
1920
$1.04K ﹤0.01%
+45
1921
$1.03K ﹤0.01%
+90
1922
$1.02K ﹤0.01%
20
-3
1923
$1.02K ﹤0.01%
50
1924
$1.01K ﹤0.01%
+40
1925
$1.01K ﹤0.01%
25
75 76
77
78 79