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
$1.16B
AUM Growth
-$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,972
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$2.56M
3
+$2.45M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.32M
5
LPX icon
Louisiana-Pacific
LPX
+$1.99M

Top Sells

1
+$24.9M
2
+$14.9M
3
+$9.69M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$8.91M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$7.94M

Sector Composition

1 Technology 8.03%
2 Healthcare 6.06%
3 Industrials 5.16%
4 Consumer Discretionary 4.72%
5 Financials 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$944K 0.08%
22,083
+21,783
227
$939K 0.08%
6,356
-39
228
$913K 0.08%
20,875
-7,640
229
$912K 0.08%
29,820
-15,427
230
$909K 0.08%
2,522
-139
231
$907K 0.08%
42,759
-2,402
232
$902K 0.08%
15,551
-1,466
233
$897K 0.08%
1,592
+51
234
$888K 0.08%
16,023
+1,201
235
$886K 0.08%
9,431
236
$868K 0.07%
28,130
-13,825
237
$864K 0.07%
35,105
-734
238
$862K 0.07%
16,004
+8,305
239
$855K 0.07%
40,088
-2,737
240
$845K 0.07%
8,286
-2,084
241
$843K 0.07%
52,287
+4,362
242
$839K 0.07%
17,825
+2,204
243
$830K 0.07%
8,188
-1,755
244
$822K 0.07%
3,845
-1,490
245
$817K 0.07%
+4,873
246
$797K 0.07%
819
+124
247
$796K 0.07%
8,493
+484
248
$785K 0.07%
95,862
+13,674
249
$782K 0.07%
75,800
-500
250
$782K 0.07%
13,592
-1,360
8 9
10
11 12