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
626
$118K 0.01%
969
-345
627
$118K 0.01%
407
628
$117K 0.01%
482
-58
629
$117K 0.01%
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630
$117K 0.01%
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631
$116K 0.01%
2,300
632
$115K 0.01%
4,925
+1,113
633
$115K 0.01%
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-20
634
$113K 0.01%
201
+25
635
$112K 0.01%
18,600
+9,500
636
$111K 0.01%
4,980
637
$111K 0.01%
474
638
$110K 0.01%
680
639
$110K 0.01%
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640
$110K 0.01%
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641
$109K 0.01%
1,938
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642
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643
$109K 0.01%
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$108K 0.01%
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8,000
-2,700
646
$108K 0.01%
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647
$107K 0.01%
1,100
648
$107K 0.01%
1,175
+175
649
$106K 0.01%
8,828
+199
650
$106K 0.01%
+218
24 25
26
27 28