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
1976
– –
-15
1977
– –
0
1978
– –
-94
1979
– –
-470
1980
– –
-83
1981
– –
-4,710
1982
– –
-537
1983
– –
-1
1984
$0 ﹤0.01%
100
1985
– –
-315
1986
$0 ﹤0.01%
19
1987
– –
0
1988
– –
-76
1989
– –
-544
1990
– –
-93
1991
– –
-47
1992
– –
-250
1993
– –
-200
1994
$0 ﹤0.01%
5
1995
$0 ﹤0.01%
1
-164
1996
– –
-1,305
1997
– –
-41
1998
– –
-162
1999
– –
-276
2000
– –
-2,000
77 78 79
80
81