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
551
$153K 0.01%
4,885
+1,950
552
$152K 0.01%
1,325
-100
553
$152K 0.01%
2,340
554
$151K 0.01%
1,815
-85
555
$151K 0.01%
875
556
$150K 0.01%
1,750
+10
557
$150K 0.01%
2,541
+161
558
$149K 0.01%
10,781
559
$149K 0.01%
3,800
560
$148K 0.01%
4,382
-2,850
561
$147K 0.01%
5,257
-10,548
562
$147K 0.01%
1,481
-1
563
$147K 0.01%
14,689
-5,234
564
$147K 0.01%
2,637
-100
565
$147K 0.01%
3,000
+750
566
$146K 0.01%
1,221
567
$146K 0.01%
2,150
-45
568
$146K 0.01%
542
+82
569
$146K 0.01%
1,441
+10
570
$146K 0.01%
1,315
571
$146K 0.01%
1,297
572
$144K 0.01%
5,526
+1,961
573
$144K 0.01%
4,898
-302,926
574
$143K 0.01%
5,824
+943
575
$142K 0.01%
660
+470
21 22
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