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
601
$130K 0.01%
6,769
-4,758
602
$129K 0.01%
887
-212
603
$128K 0.01%
528
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604
$128K 0.01%
1,544
-12
605
$128K 0.01%
2,832
+2
606
$127K 0.01%
3,070
+1,831
607
$127K 0.01%
1,140
-683
608
$127K 0.01%
3,518
-532
609
$125K 0.01%
27,290
-14,630
610
$125K 0.01%
23,019
+552
611
$124K 0.01%
4,488
+891
612
$124K 0.01%
1,174
-11
613
$124K 0.01%
4,467
+3,544
614
$124K 0.01%
2,553
615
$124K 0.01%
1,577
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616
$123K 0.01%
375
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617
$123K 0.01%
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618
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6,438
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619
$122K 0.01%
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620
$122K 0.01%
2,433
-98,399
621
$121K 0.01%
6,046
+14
622
$121K 0.01%
5,755
-213
623
$120K 0.01%
20,930
-80
624
$120K 0.01%
1,900
625
$119K 0.01%
8,989
+2,805
23 24
25
26 27