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
451
$242K 0.02%
4,085
+128
452
$238K 0.02%
25,107
453
$238K 0.02%
3,020
454
$237K 0.02%
1,588
+45
455
$236K 0.02%
23,513
-5,260
456
$236K 0.02%
3,722
-5
457
$234K 0.02%
52,600
-2,500
458
$233K 0.02%
3,207
-1,054
459
$231K 0.02%
1,827
+3
460
$231K 0.02%
3,546
-100
461
$230K 0.02%
3,877
+394
462
$230K 0.02%
7,937
463
$229K 0.02%
1,292
+128
464
$229K 0.02%
2,530
-32
465
$228K 0.02%
1,921
466
$227K 0.02%
1,370
+108
467
$226K 0.02%
692
-17
468
$226K 0.02%
5,224
-5,113
469
$225K 0.02%
3,824
-23
470
$225K 0.02%
6,435
+411
471
$224K 0.02%
19,428
+13,028
472
$222K 0.02%
33,262
-3,456
473
$222K 0.02%
4,585
+114
474
$222K 0.02%
6,739
-2,089
475
$221K 0.02%
2,799
-1,723
17 18
19
20 21