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
851
$48K ﹤0.01%
2,242
+925
852
$48K ﹤0.01%
2,865
+24
853
$48K ﹤0.01%
2,258
+591
854
$48K ﹤0.01%
150
855
$48K ﹤0.01%
601
+151
856
$48K ﹤0.01%
2,220
+2,170
857
$48K ﹤0.01%
914
858
$48K ﹤0.01%
425
+150
859
$48K ﹤0.01%
3,656
+1,389
860
$48K ﹤0.01%
590
-187
861
$47K ﹤0.01%
999
+1
862
$47K ﹤0.01%
509
-106
863
$47K ﹤0.01%
2,000
864
$46K ﹤0.01%
393
-56
865
$46K ﹤0.01%
1,718
+1,056
866
$46K ﹤0.01%
3,691
867
$46K ﹤0.01%
5,515
-125
868
$46K ﹤0.01%
1,812
-149
869
$46K ﹤0.01%
7,525
-500
870
$46K ﹤0.01%
1,275
871
$45K ﹤0.01%
401
+72
872
$45K ﹤0.01%
682
873
$45K ﹤0.01%
600
874
$45K ﹤0.01%
289
875
$45K ﹤0.01%
99
33 34
35
36 37