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
1051
$23K ﹤0.01%
572
-100
1052
$23K ﹤0.01%
435
1053
$23K ﹤0.01%
55
1054
$23K ﹤0.01%
1,663
-160
1055
$23K ﹤0.01%
3,251
-2,492
1056
$23K ﹤0.01%
386
+1
1057
$23K ﹤0.01%
530
+365
1058
$23K ﹤0.01%
2,200
1059
$22K ﹤0.01%
2,992
1060
$22K ﹤0.01%
775
+2
1061
$22K ﹤0.01%
1,113
1062
$22K ﹤0.01%
283
1063
$22K ﹤0.01%
741
-240
1064
$22K ﹤0.01%
595
+2
1065
$22K ﹤0.01%
199
-67
1066
$22K ﹤0.01%
134
1067
$22K ﹤0.01%
124
1068
$22K ﹤0.01%
992
-120
1069
$22K ﹤0.01%
1,734
1070
$22K ﹤0.01%
461
1071
$22K ﹤0.01%
1,228
-67
1072
$21K ﹤0.01%
1,423
-117
1073
$21K ﹤0.01%
1,601
-243
1074
$21K ﹤0.01%
980
+4
1075
$21K ﹤0.01%
172
+3
41 42
43
44 45