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
651
$106K 0.01%
623
-27
652
$105K 0.01%
4,901
+2,861
653
$105K 0.01%
14,282
654
$105K 0.01%
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655
$105K 0.01%
2,830
-24
656
$105K 0.01%
2,038
+699
657
$104K 0.01%
2,473
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658
$102K 0.01%
4,827
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659
$102K 0.01%
329
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660
$102K 0.01%
2,459
661
$102K 0.01%
629
662
$101K 0.01%
2,262
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663
$101K 0.01%
3,230
-462
664
$101K 0.01%
806
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665
$101K 0.01%
534
666
$100K 0.01%
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667
$100K 0.01%
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668
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669
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670
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671
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484
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673
$98K 0.01%
+1,220
674
$97K 0.01%
2,078
675
$97K 0.01%
1,261
+36
25 26
27
28 29