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
1951
$0 ﹤0.01%
40
1952
$0 ﹤0.01%
50
1953
– –
-329
1954
$0 ﹤0.01%
223
1955
– –
-100
1956
– –
0
1957
– –
-108
1958
– –
-1,449
1959
$0 ﹤0.01%
7
1960
$0 ﹤0.01%
1
1961
– –
-118
1962
– –
-33
1963
– –
-1,150
1964
– –
0
1965
$0 ﹤0.01%
5
1966
– –
-2
1967
– –
-300
1968
– –
-455
1969
– –
-10,000
1970
– –
-715
1971
– –
-480
1972
– –
0
1973
$0 ﹤0.01%
+4
1974
– –
-1,230
1975
– –
-5
77 78
79
80 81