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
26
$7.43M 0.64%
241,131
-103,885
27
$7.38M 0.63%
126,579
+1,074
28
$7.38M 0.63%
32,428
+1,354
29
$7.15M 0.61%
48,047
-439
30
$7.07M 0.61%
122,420
+2,336
31
$6.85M 0.59%
17,872
+1,060
32
$6.43M 0.55%
229,382
-41,282
33
$6.37M 0.55%
107,095
+895
34
$6.27M 0.54%
14,207
-129
35
$6.26M 0.54%
53,009
+19,650
36
$6.18M 0.53%
113,576
+284
37
$5.93M 0.51%
29,679
-7,235
38
$5.87M 0.5%
80,100
+2,900
39
$5.84M 0.5%
108,805
+3,057
40
$5.63M 0.48%
81,555
-2,758
41
$5.6M 0.48%
217,636
-967,190
42
$5.44M 0.47%
71,758
+3,465
43
$5.44M 0.47%
318,256
+6,632
44
$5.17M 0.44%
45,944
+983
45
$5.15M 0.44%
328,018
-617,454
46
$5.13M 0.44%
97,207
-10,048
47
$5.08M 0.44%
138,261
-91,591
48
$4.99M 0.43%
25,318
-3,202
49
$4.95M 0.42%
27,954
+1,633
50
$4.74M 0.41%
16,112
-532
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