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
501
$188K 0.02%
973
+108
502
$188K 0.02%
17,596
+1,488
503
$188K 0.02%
2,333
-302
504
$186K 0.02%
3,595
-70
505
$185K 0.02%
3,227
-2,035
506
$183K 0.02%
2,236
+31
507
$183K 0.02%
1,168
-125
508
$182K 0.02%
2,593
509
$182K 0.02%
+350
510
$181K 0.02%
13,822
-53
511
$181K 0.02%
1,116
-437
512
$181K 0.02%
2,562
+2,434
513
$181K 0.02%
1,803
+561
514
$178K 0.02%
2,014
+29
515
$178K 0.02%
7,716
+645
516
$177K 0.02%
940
-75
517
$176K 0.02%
1,638
+256
518
$176K 0.02%
3,041
+1
519
$175K 0.02%
2,100
-1,544
520
$172K 0.01%
18,309
+6,756
521
$171K 0.01%
904
-70
522
$170K 0.01%
4,622
+5
523
$170K 0.01%
5,669
524
$169K 0.01%
4,550
-1,600
525
$168K 0.01%
2,714
+335
19 20
21
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