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
276
$717K 0.06%
1,509
-192
277
$707K 0.06%
2,111
+3
278
$703K 0.06%
6,677
+1,232
279
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3,582
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280
$688K 0.06%
8,643
+2,589
281
$679K 0.06%
24,254
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282
$676K 0.06%
4,606
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283
$676K 0.06%
+27,768
284
$675K 0.06%
4,056
-452
285
$675K 0.06%
19,458
+2,378
286
$674K 0.06%
3,970
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287
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28,500
-1,100
288
$671K 0.06%
38,574
-22,407
289
$667K 0.06%
6,401
+473
290
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14,336
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291
$662K 0.06%
30,400
292
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36,600
293
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+15,027
294
$655K 0.06%
12,660
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295
$650K 0.06%
33,885
-12,977
296
$647K 0.06%
11,626
-390
297
$645K 0.06%
28,113
-911
298
$640K 0.05%
29,304
-894
299
$639K 0.05%
8,102
-21,617
300
$630K 0.05%
12,769
+301
10 11
12
13 14