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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
1926
– –
0
1927
– –
-500
1928
$0 ﹤0.01%
+31
1929
– –
-210
1930
$0 ﹤0.01%
30
1931
$0 ﹤0.01%
+2
1932
$0 ﹤0.01%
+18
1933
– –
-57
1934
$0 ﹤0.01%
40
1935
$0 ﹤0.01%
50
1936
– –
-329
1937
$0 ﹤0.01%
223
1938
– –
-100
1939
– –
0
1940
– –
-108
1941
– –
-1,449
1942
$0 ﹤0.01%
12
1943
$0 ﹤0.01%
7
1944
$0 ﹤0.01%
1
1945
– –
-118
1946
– –
-33
1947
– –
-1,150
1948
– –
0
1949
$0 ﹤0.01%
2
1950
– –
-2
76 77
78
79 80