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
726
$81K 0.01%
2,824
-38,385
727
$81K 0.01%
565
+15
728
$81K 0.01%
1,572
-18
729
$81K 0.01%
930
-50
730
$80K 0.01%
1,300
731
$80K 0.01%
+5,000
732
$79K 0.01%
1,418
-196
733
$79K 0.01%
900
734
$79K 0.01%
1,516
-1,415
735
$79K 0.01%
2,003
-6,706
736
$79K 0.01%
1,188
+1
737
$78K 0.01%
1,208
-208
738
$78K 0.01%
330
-234
739
$78K 0.01%
5,473
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740
$78K 0.01%
7,600
741
$77K 0.01%
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742
$77K 0.01%
1,300
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$77K 0.01%
4,000
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744
$76K 0.01%
6,052
-1,000
745
$76K 0.01%
2,759
-258
746
$73K 0.01%
3,400
747
$73K 0.01%
620
748
$73K 0.01%
2,254
-2,808
749
$72K 0.01%
+6,478
750
$72K 0.01%
1,098
28 29
30
31 32