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
401
$342K 0.03%
26,004
+14,250
402
$341K 0.03%
2,480
+2,005
403
$341K 0.03%
4,482
+4,132
404
$340K 0.03%
5,035
-71
405
$339K 0.03%
4,927
-77
406
$337K 0.03%
9,938
+3,100
407
$334K 0.03%
8,861
+193
408
$334K 0.03%
6,147
+358
409
$334K 0.03%
6,430
-2,470
410
$327K 0.03%
7,969
-445
411
$327K 0.03%
9,165
+5
412
$323K 0.03%
13,285
+445
413
$316K 0.03%
2,246
-79
414
$312K 0.03%
2,229
+1,954
415
$310K 0.03%
4,324
+3,849
416
$310K 0.03%
5,125
-34
417
$308K 0.03%
10,804
+10,134
418
$306K 0.03%
3,800
-1,647
419
$304K 0.03%
5,008
-51
420
$303K 0.03%
1,854
-1,747
421
$301K 0.03%
4,704
+360
422
$298K 0.03%
4,817
-4,444
423
$298K 0.03%
16,400
-1,150
424
$295K 0.03%
693
425
$295K 0.03%
13,854
15 16
17
18 19