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
351
$452K 0.04%
6,898
-2,447
352
$447K 0.04%
8,782
+954
353
$442K 0.04%
1,955
-815
354
$437K 0.04%
12,097
-498
355
$434K 0.04%
11,578
-630
356
$433K 0.04%
1,455
-166
357
$426K 0.04%
3,078
+363
358
$425K 0.04%
2,224
-5
359
$424K 0.04%
12,681
+1,144
360
$424K 0.04%
3,099
361
$424K 0.04%
12,603
-3,386
362
$419K 0.04%
11,216
-122
363
$419K 0.04%
15,345
364
$416K 0.04%
7,492
-122
365
$416K 0.04%
1,318
+260
366
$414K 0.04%
3,767
+38
367
$414K 0.04%
34,700
368
$413K 0.04%
24,994
+98
369
$412K 0.04%
2,990
-139
370
$406K 0.03%
31,902
+1,743
371
$406K 0.03%
2,745
+10
372
$395K 0.03%
2,625
373
$392K 0.03%
9,093
-136
374
$386K 0.03%
1,733
375
$386K 0.03%
26,350
-1,300
13 14
15
16 17