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
251
$778K 0.07%
33,103
-8,554
252
$777K 0.07%
4,644
+394
253
$776K 0.07%
4,755
+3,937
254
$774K 0.07%
16,071
-2,539
255
$769K 0.07%
14,370
+6,301
256
$767K 0.07%
29,613
-1,800
257
$765K 0.07%
1,559
+152
258
$760K 0.07%
88,819
-1,357
259
$758K 0.07%
8,819
-1,282
260
$756K 0.06%
20,087
-4,564
261
$754K 0.06%
5,130
+276
262
$748K 0.06%
2,978
-292
263
$742K 0.06%
66,820
+7,600
264
$740K 0.06%
12,403
-13
265
$738K 0.06%
9,170
-180
266
$738K 0.06%
31,586
-898
267
$737K 0.06%
20,281
+2,636
268
$737K 0.06%
1,866
+97
269
$736K 0.06%
8,003
+722
270
$735K 0.06%
7,760
-756
271
$731K 0.06%
3,461
-39
272
$728K 0.06%
6,539
+1,599
273
$727K 0.06%
29,378
+1,112
274
$722K 0.06%
9,441
-609
275
$722K 0.06%
4,099
+531
9 10
11
12 13