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
976
$30K ﹤0.01%
712
-1
977
$30K ﹤0.01%
1,100
-50
978
$30K ﹤0.01%
941
-37
979
$29K ﹤0.01%
311
980
$29K ﹤0.01%
1,165
981
$29K ﹤0.01%
614
-203
982
$29K ﹤0.01%
573
-6,793
983
$29K ﹤0.01%
450
-1,295
984
$29K ﹤0.01%
264
+42
985
$29K ﹤0.01%
2,351
986
$29K ﹤0.01%
2,000
987
$28K ﹤0.01%
412
988
$28K ﹤0.01%
567
989
$28K ﹤0.01%
1,091
+412
990
$28K ﹤0.01%
611
-257
991
$28K ﹤0.01%
800
992
$28K ﹤0.01%
3,141
+882
993
$28K ﹤0.01%
2,687
+423
994
$28K ﹤0.01%
160
995
$27K ﹤0.01%
163
996
$27K ﹤0.01%
4,281
997
$27K ﹤0.01%
1,100
-2,950
998
$27K ﹤0.01%
172
999
$27K ﹤0.01%
474
1000
$27K ﹤0.01%
2,400
38 39
40
41 42