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
926
$37K ﹤0.01%
378
927
$37K ﹤0.01%
1,150
928
$37K ﹤0.01%
845
+534
929
$37K ﹤0.01%
1,605
930
$37K ﹤0.01%
239
931
$36K ﹤0.01%
155
+80
932
$36K ﹤0.01%
1,391
933
$36K ﹤0.01%
2,220
934
$35K ﹤0.01%
+3,000
935
$35K ﹤0.01%
615
936
$35K ﹤0.01%
325
-209
937
$35K ﹤0.01%
729
+127
938
$35K ﹤0.01%
1,014
+214
939
$34K ﹤0.01%
320
940
$34K ﹤0.01%
174
+74
941
$34K ﹤0.01%
928
942
$34K ﹤0.01%
1,598
+37
943
$34K ﹤0.01%
2,744
-33,026
944
$34K ﹤0.01%
1,198
-237
945
$34K ﹤0.01%
330
+65
946
$33K ﹤0.01%
151
947
$33K ﹤0.01%
1,578
-1,100
948
$33K ﹤0.01%
870
+8
949
$33K ﹤0.01%
250
-25
950
$33K ﹤0.01%
3,000
36 37
38
39 40