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
1026
$25K ﹤0.01%
713
+513
1027
$25K ﹤0.01%
1,239
-316
1028
$25K ﹤0.01%
600
1029
$25K ﹤0.01%
1,500
-14
1030
$25K ﹤0.01%
689
+37
1031
$25K ﹤0.01%
214
1032
$25K ﹤0.01%
1,594
+1,387
1033
$25K ﹤0.01%
74
+7
1034
$25K ﹤0.01%
208
-53
1035
$25K ﹤0.01%
221
-1
1036
$25K ﹤0.01%
1,068
+33
1037
$24K ﹤0.01%
158
1038
$24K ﹤0.01%
+380
1039
$24K ﹤0.01%
2,900
1040
$24K ﹤0.01%
1,023
-106
1041
$24K ﹤0.01%
622
+62
1042
$24K ﹤0.01%
660
1043
$24K ﹤0.01%
22
+2
1044
$24K ﹤0.01%
158
1045
$24K ﹤0.01%
795
+334
1046
$24K ﹤0.01%
150
1047
$24K ﹤0.01%
2,045
1048
$24K ﹤0.01%
501
1049
$23K ﹤0.01%
1,500
1050
$23K ﹤0.01%
2,000
40 41
42
43 44