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
426
$284K 0.02%
4,864
+2,000
427
$281K 0.02%
5,500
+200
428
$281K 0.02%
12,886
-500
429
$280K 0.02%
18,600
+8,300
430
$279K 0.02%
13,707
-140
431
$276K 0.02%
1,982
-455
432
$275K 0.02%
10,365
433
$273K 0.02%
6,973
-711
434
$266K 0.02%
9,788
+5
435
$264K 0.02%
3,496
+310
436
$264K 0.02%
1,227
-566
437
$263K 0.02%
928
+100
438
$262K 0.02%
9,411
-930
439
$261K 0.02%
706
+4
440
$260K 0.02%
5,902
-1,361
441
$260K 0.02%
3,447
-7,261
442
$257K 0.02%
6,831
+6,827
443
$255K 0.02%
15,122
+14,591
444
$253K 0.02%
2,671
+210
445
$250K 0.02%
3,105
446
$250K 0.02%
3,084
447
$249K 0.02%
6,090
-12,530
448
$248K 0.02%
9,706
+1,755
449
$247K 0.02%
3,189
-652
450
$245K 0.02%
731
+69
16 17
18
19 20