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
326
$549K 0.05%
21,511
+1,422
327
$549K 0.05%
+17,692
328
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4,817
-17
329
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8,577
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331
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4,121
-4,253
332
$503K 0.04%
20,700
333
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11,542
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334
$496K 0.04%
9,509
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335
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794
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336
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6,443
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337
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50,020
-7,930
338
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8,382
-1,307
339
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8,675
-600
340
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11,628
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341
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343
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25,280
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344
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18,706
+1,273
346
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26,316
+2,408
347
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15,927
-32
348
$458K 0.04%
20,320
349
$457K 0.04%
2,515
-285
350
$452K 0.04%
16,712
+832
12 13
14
15 16