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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
1951
– –
-715
1952
– –
-480
1953
– –
0
1954
$0 ﹤0.01%
+4
1955
– –
-1,230
1956
– –
-5
1957
– –
-15
1958
– –
0
1959
– –
-4,710
1960
– –
-76
1961
– –
-544
1962
– –
-93
1963
– –
-47
1964
– –
-250
1965
– –
-200
1966
$0 ﹤0.01%
5
1967
$0 ﹤0.01%
1
-164
1968
– –
-1,305
1969
– –
-41
1970
– –
-162
1971
– –
-276
1972
– –
-2,000
1973
– –
-150
1974
$0 ﹤0.01%
5
1975
– –
-1,000
77 78
79
80 81