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
201
$1.1M 0.09%
16,388
-669
202
$1.08M 0.09%
4,625
+2,325
203
$1.08M 0.09%
13,217
+1,871
204
$1.07M 0.09%
5,335
-126
205
$1.07M 0.09%
45,367
+6,300
206
$1.07M 0.09%
41,657
-7,684
207
$1.06M 0.09%
17,237
-4,262
208
$1.06M 0.09%
6,220
-99
209
$1.06M 0.09%
75,027
+1,633
210
$1.05M 0.09%
53,124
-2,500
211
$1.05M 0.08%
18,823
+2,580
212
$1.04M 0.08%
13,801
+969
213
$1.04M 0.08%
11,771
+146
214
$1.04M 0.08%
11,425
-3,153
215
$1.04M 0.08%
84,648
-4,320
216
$1.04M 0.08%
4,888
-65
217
$1.04M 0.08%
8,374
-131
218
$1.03M 0.08%
5,733
-299
219
$1.03M 0.08%
5,340
+321
220
$1.02M 0.08%
95,128
+6,225
221
$1.02M 0.08%
60,981
-11,370
222
$1.02M 0.08%
21,269
-1,329
223
$985K 0.08%
13,448
-98
224
$973K 0.08%
42,571
+2,234
225
$967K 0.08%
7,516
-420
7 8
9
10 11