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
1001
$27K ﹤0.01%
2,209
-756
1002
$27K ﹤0.01%
215
-650
1003
$27K ﹤0.01%
899
+9
1004
$27K ﹤0.01%
361
1005
$27K ﹤0.01%
+329
1006
$27K ﹤0.01%
1,058
-12
1007
$27K ﹤0.01%
1,709
-1,611
1008
$27K ﹤0.01%
1,433
1009
$27K ﹤0.01%
495
-69
1010
$27K ﹤0.01%
115
1011
$27K ﹤0.01%
758
-911
1012
$26K ﹤0.01%
1,000
1013
$26K ﹤0.01%
1,023
1014
$26K ﹤0.01%
1,000
-500
1015
$26K ﹤0.01%
1,400
1016
$26K ﹤0.01%
1,380
-1,245
1017
$26K ﹤0.01%
+175
1018
$26K ﹤0.01%
1,182
1019
$26K ﹤0.01%
852
1020
$26K ﹤0.01%
1,673
-542
1021
$26K ﹤0.01%
3,254
1022
$26K ﹤0.01%
3,500
-300
1023
$26K ﹤0.01%
1,051
-210
1024
$26K ﹤0.01%
1,032
-806
1025
$25K ﹤0.01%
400
-200
39 40
41
42 43