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
576
$142K 0.01%
1,518
+15
577
$141K 0.01%
4,814
578
$140K 0.01%
1,002
+52
579
$139K 0.01%
5,136
-907
580
$139K 0.01%
3,608
-8
581
$139K 0.01%
757
582
$138K 0.01%
660
+44
583
$138K 0.01%
1,325
-370
584
$138K 0.01%
2,650
-93,662
585
$138K 0.01%
3,095
-34
586
$137K 0.01%
954
+191
587
$137K 0.01%
4,397
-1,814
588
$137K 0.01%
1,951
-57
589
$137K 0.01%
2,527
-119,732
590
$137K 0.01%
17,710
-3,407
591
$136K 0.01%
4,207
+193
592
$136K 0.01%
345
-19
593
$136K 0.01%
1,247
-28
594
$135K 0.01%
7,598
+105
595
$133K 0.01%
12,414
+1,124
596
$132K 0.01%
927
597
$132K 0.01%
1,575
+1,310
598
$131K 0.01%
8,887
+600
599
$130K 0.01%
770
+116
600
$130K 0.01%
270
+150
22 23
24
25 26