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
701
$89K 0.01%
1,194
702
$89K 0.01%
3,143
+881
703
$89K 0.01%
24,398
+2,003
704
$88K 0.01%
187
-156
705
$87K 0.01%
1,556
+1,220
706
$87K 0.01%
2,544
707
$87K 0.01%
2,920
708
$87K 0.01%
7,300
709
$87K 0.01%
1,728
-8,858
710
$86K 0.01%
1,328
-798
711
$86K 0.01%
1,782
712
$86K 0.01%
942
+1
713
$85K 0.01%
2,472
-415
714
$85K 0.01%
5,650
715
$85K 0.01%
6,101
-1,200
716
$85K 0.01%
138
+9
717
$84K 0.01%
7,575
-240
718
$83K 0.01%
1,042
-86
719
$83K 0.01%
8,185
-200
720
$83K 0.01%
4,439
+308
721
$83K 0.01%
750
722
$82K 0.01%
1,289
+266
723
$82K 0.01%
4,700
+500
724
$82K 0.01%
5,700
725
$81K 0.01%
939
-179
27 28
29
30 31