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
951
$33K ﹤0.01%
3,066
952
$33K ﹤0.01%
534
953
$32K ﹤0.01%
209
-27
954
$32K ﹤0.01%
790
955
$32K ﹤0.01%
1,650
956
$32K ﹤0.01%
566
-7,186
957
$32K ﹤0.01%
398
958
$32K ﹤0.01%
2,242
959
$31K ﹤0.01%
740
960
$31K ﹤0.01%
880
961
$31K ﹤0.01%
1,260
+1,250
962
$31K ﹤0.01%
275
963
$31K ﹤0.01%
909
+341
964
$31K ﹤0.01%
706
-1,168
965
$31K ﹤0.01%
600
966
$31K ﹤0.01%
300
967
$31K ﹤0.01%
600
+357
968
$31K ﹤0.01%
500
969
$31K ﹤0.01%
13,054
970
$31K ﹤0.01%
1,618
971
$30K ﹤0.01%
+600
972
$30K ﹤0.01%
90
973
$30K ﹤0.01%
307
+35
974
$30K ﹤0.01%
200
975
$30K ﹤0.01%
2,500
37 38
39
40 41