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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
1976
– –
0
1977
– –
0
1978
$0 ﹤0.01%
10
1979
– –
-425
1980
– –
-250
1981
– –
-462
1982
– –
-1,765
1983
– –
-250
1984
– –
-15
1985
– –
-4,500
1986
– –
-15
1987
$0 ﹤0.01%
1
1988
– –
-750
1989
– –
-5
1990
– –
-200
1991
– –
-1,189
1992
$0 ﹤0.01%
59
1993
$0 ﹤0.01%
100
1994
– –
-1
1995
– –
-25
1996
– –
-500
1997
$0 ﹤0.01%
+25
1998
$0 ﹤0.01%
+8
1999
$0 ﹤0.01%
19
2000
– –
-1,500
77 78 79
80
81