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
51
$4.7M 0.4%
40,994
-42,174
52
$4.68M 0.4%
27,467
-3,221
53
$4.58M 0.39%
56,644
-3,559
54
$4.47M 0.38%
103,286
+12,253
55
$4.21M 0.36%
16,568
-81
56
$4.17M 0.36%
103,417
+60,829
57
$4.11M 0.35%
92,004
+13,894
58
$4.09M 0.35%
29,420
-3,110
59
$3.94M 0.34%
68,012
+12,355
60
$3.9M 0.33%
271,072
+13,920
61
$3.89M 0.33%
64,593
+1,539
62
$3.85M 0.33%
24,460
-717
63
$3.85M 0.33%
106,906
+5,481
64
$3.81M 0.33%
28,298
-6,072
65
$3.72M 0.32%
79,592
-59,340
66
$3.71M 0.32%
46,888
+1,041
67
$3.69M 0.32%
35,550
-1,575
68
$3.65M 0.31%
13,956
+1,857
69
$3.65M 0.31%
31,300
-4,871
70
$3.62M 0.31%
129,534
-284,122
71
$3.61M 0.31%
23,196
-6,657
72
$3.56M 0.31%
36,976
+1,729
73
$3.5M 0.3%
39,918
+143
74
$3.48M 0.3%
48,485
+687
75
$3.48M 0.3%
56,793
-6,148
1 2
3
4 5