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
76
$3.48M 0.3%
17,401
+459
77
$3.39M 0.29%
37,686
+1,154
78
$3.37M 0.29%
30,967
+935
79
$3.35M 0.29%
97,694
+44
80
$3.32M 0.28%
36,100
-3,747
81
$3.14M 0.27%
76,750
-31,955
82
$3.13M 0.27%
29,680
+1,929
83
$3.11M 0.27%
231,432
-137,778
84
$3.09M 0.26%
11,116
-624
85
$3.09M 0.26%
9,185
-44,227
86
$3.06M 0.26%
29,880
-3,110
87
$3.03M 0.26%
90,025
-4,594
88
$3.02M 0.26%
9,185
-158
89
$2.98M 0.26%
13,442
-1,709
90
$2.96M 0.25%
81,086
-19,748
91
$2.93M 0.25%
13,775
-1,496
92
$2.93M 0.25%
39,075
+526
93
$2.91M 0.25%
79,787
-611
94
$2.91M 0.25%
83,478
+24,896
95
$2.86M 0.25%
17,376
-2,536
96
$2.85M 0.24%
90,993
-33,098
97
$2.77M 0.24%
107,072
+6,882
98
$2.74M 0.23%
202,240
-36,760
99
$2.66M 0.23%
22,161
+21,346
100
$2.6M 0.22%
30,094
-174
2 3
4
5 6