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
176
$1.35M 0.11%
+105,113
177
$1.34M 0.11%
20,304
-130
178
$1.31M 0.11%
4,332
-60
179
$1.3M 0.11%
13,301
+1,371
180
$1.3M 0.1%
28,052
+2,170
181
$1.26M 0.1%
41,955
-520
182
$1.24M 0.1%
17,305
+15,478
183
$1.24M 0.1%
4,193
+95
184
$1.24M 0.1%
28,515
+114
185
$1.22M 0.1%
8,391
+1,445
186
$1.22M 0.1%
16,950
+16,800
187
$1.22M 0.1%
7,373
-658
188
$1.2M 0.1%
30,484
-8,761
189
$1.18M 0.1%
16,740
190
$1.18M 0.1%
10,216
+245
191
$1.17M 0.09%
7,141
+855
192
$1.17M 0.09%
41,209
-4,397
193
$1.17M 0.09%
11,098
-1,319
194
$1.15M 0.09%
25,180
-650
195
$1.15M 0.09%
32,200
-8,705
196
$1.13M 0.09%
21,861
+3,860
197
$1.13M 0.09%
21,608
+21,546
198
$1.11M 0.09%
20,712
-82
199
$1.11M 0.09%
60,406
+487
200
$1.11M 0.09%
48,830
+26,914
6 7
8
9 10