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
476
$220K 0.02%
2,847
+88
477
$218K 0.02%
4,285
-31,491
478
$218K 0.02%
2,781
-226
479
$214K 0.02%
2,575
-1,047
480
$214K 0.02%
11,081
-1,364
481
$214K 0.02%
15,250
+1,904
482
$211K 0.02%
1,732
483
$209K 0.02%
6,810
+1,035
484
$207K 0.02%
2,008
+208
485
$206K 0.02%
6,412
+109
486
$203K 0.02%
950
-175
487
$202K 0.02%
8,605
-788
488
$202K 0.02%
13,750
+1,900
489
$200K 0.02%
8,220
+3,910
490
$197K 0.02%
6,668
491
$196K 0.02%
17,318
+235
492
$196K 0.02%
7,538
+98
493
$196K 0.02%
1,468
494
$195K 0.02%
5,874
+422
495
$194K 0.02%
4,870
+20
496
$192K 0.02%
6,847
+700
497
$191K 0.02%
3,052
498
$190K 0.02%
2,862
-375
499
$189K 0.02%
248
+27
500
$189K 0.02%
1,502
-45
18 19
20
21 22