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
301
$628K 0.05%
17,470
-42,729
302
$619K 0.05%
20,259
-98
303
$619K 0.05%
2,229
+1,081
304
$619K 0.05%
+13,885
305
$614K 0.05%
23,666
-1,003
306
$607K 0.05%
12,321
+12,306
307
$605K 0.05%
5,595
-202
308
$604K 0.05%
29,921
+300
309
$604K 0.05%
32,036
-3,462
310
$603K 0.05%
11,115
-10,746
311
$601K 0.05%
2,710
-182
312
$599K 0.05%
5,857
-79
313
$597K 0.05%
7,513
-1,175
314
$596K 0.05%
8,275
-307
315
$595K 0.05%
6,875
+849
316
$594K 0.05%
1,976
317
$591K 0.05%
33,400
-2,028
318
$589K 0.05%
24,469
-4,404
319
$577K 0.05%
12,271
+288
320
$574K 0.05%
21,296
+5,303
321
$568K 0.05%
4,893
+616
322
$567K 0.05%
10,190
-5,128
323
$559K 0.05%
5,580
+506
324
$550K 0.05%
17,870
+1,663
325
$549K 0.05%
5,998
-344
11 12
13
14 15