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
826
$54K ﹤0.01%
1,115
-677
827
$54K ﹤0.01%
473
+11
828
$53K ﹤0.01%
425
829
$52K ﹤0.01%
1,412
830
$52K ﹤0.01%
398
831
$52K ﹤0.01%
471
-2,961
832
$52K ﹤0.01%
5,694
-129
833
$52K ﹤0.01%
2,150
834
$52K ﹤0.01%
2,000
835
$52K ﹤0.01%
10,750
+7,458
836
$52K ﹤0.01%
1,067
837
$51K ﹤0.01%
938
+13
838
$51K ﹤0.01%
1,651
839
$51K ﹤0.01%
1,315
+487
840
$51K ﹤0.01%
1,469
+7
841
$50K ﹤0.01%
7,721
+1,325
842
$50K ﹤0.01%
597
-12,620
843
$50K ﹤0.01%
647
844
$50K ﹤0.01%
1,124
+32
845
$49K ﹤0.01%
4,660
846
$49K ﹤0.01%
360
+184
847
$49K ﹤0.01%
4,109
848
$49K ﹤0.01%
433
849
$49K ﹤0.01%
1,955
+16
850
$49K ﹤0.01%
2,130
32 33
34
35 36