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
801
$61K 0.01%
2,875
802
$61K 0.01%
1,210
-1,444
803
$61K 0.01%
3,098
-49
804
$60K 0.01%
985
805
$60K 0.01%
1,430
+201
806
$59K 0.01%
6,225
+2,775
807
$59K 0.01%
314
-37
808
$59K 0.01%
953
-184
809
$58K 0.01%
137
810
$58K 0.01%
3,658
+3
811
$57K ﹤0.01%
4,700
812
$57K ﹤0.01%
2,085
813
$57K ﹤0.01%
840
814
$56K ﹤0.01%
2,375
815
$56K ﹤0.01%
2,213
+45
816
$56K ﹤0.01%
471
-7,741
817
$55K ﹤0.01%
4,600
818
$55K ﹤0.01%
11,195
+1,412
819
$55K ﹤0.01%
1,300
820
$55K ﹤0.01%
500
821
$55K ﹤0.01%
2,566
+99
822
$54K ﹤0.01%
1,157
+833
823
$54K ﹤0.01%
742
-658
824
$54K ﹤0.01%
486
-800
825
$54K ﹤0.01%
3,404
+404
31 32
33
34 35