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
526
$167K 0.01%
2,972
-7,878
527
$167K 0.01%
3,555
-2,019
528
$167K 0.01%
6,288
-101
529
$166K 0.01%
2,748
530
$166K 0.01%
603
+82
531
$164K 0.01%
2,075
+2
532
$164K 0.01%
2,592
-175
533
$163K 0.01%
4,480
+960
534
$162K 0.01%
10,996
535
$162K 0.01%
5,419
-3,042
536
$162K 0.01%
7,311
-1,000
537
$161K 0.01%
1,408
-211
538
$161K 0.01%
7,404
+4,355
539
$161K 0.01%
12,746
+4,000
540
$161K 0.01%
1,556
+221
541
$159K 0.01%
8,680
-25
542
$158K 0.01%
626
+300
543
$158K 0.01%
13,014
-1,690
544
$157K 0.01%
9,950
-37
545
$157K 0.01%
1,660
-66
546
$156K 0.01%
4,679
+2
547
$155K 0.01%
4,051
548
$155K 0.01%
3,684
-7,037
549
$154K 0.01%
4,035
+200
550
$153K 0.01%
2,594
-7,302
20 21
22
23 24