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
376
$382K 0.03%
11,510
-480
377
$373K 0.03%
3,958
-1,339
378
$373K 0.03%
28,864
-19,280
379
$373K 0.03%
11,340
+450
380
$372K 0.03%
11,317
-1,910
381
$372K 0.03%
1,366
-187
382
$371K 0.03%
2,522
-125
383
$370K 0.03%
3,821
-89
384
$368K 0.03%
6,244
+341
385
$366K 0.03%
1,743
+103
386
$365K 0.03%
28,760
+85
387
$361K 0.03%
4,406
-704
388
$359K 0.03%
10,075
-44,405
389
$358K 0.03%
4,706
390
$358K 0.03%
1,850
-86
391
$356K 0.03%
12,242
+2,315
392
$354K 0.03%
13,337
+1,229
393
$353K 0.03%
8,157
+2,503
394
$351K 0.03%
4,000
395
$347K 0.03%
6,838
-50,405
396
$346K 0.03%
3,857
397
$344K 0.03%
33,285
+3,300
398
$343K 0.03%
12,507
-4,240
399
$343K 0.03%
2,326
-428
400
$343K 0.03%
2,709
-144
14 15
16
17 18