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
1076
$21K ﹤0.01%
300
1077
$21K ﹤0.01%
250
1078
$21K ﹤0.01%
1,000
+640
1079
$21K ﹤0.01%
340
1080
$21K ﹤0.01%
5,000
1081
$20K ﹤0.01%
110
+90
1082
$20K ﹤0.01%
340
1083
$20K ﹤0.01%
300
1084
$20K ﹤0.01%
400
1085
$20K ﹤0.01%
400
1086
$20K ﹤0.01%
155
1087
$20K ﹤0.01%
213
1088
$20K ﹤0.01%
870
1089
$20K ﹤0.01%
+178
1090
$20K ﹤0.01%
+799
1091
$20K ﹤0.01%
285
-2
1092
$20K ﹤0.01%
1,738
1093
$20K ﹤0.01%
+395
1094
$20K ﹤0.01%
311
-112
1095
$20K ﹤0.01%
568
-24
1096
$19K ﹤0.01%
216
-122
1097
$19K ﹤0.01%
293
1098
$19K ﹤0.01%
1,581
+38
1099
$19K ﹤0.01%
727
1100
$19K ﹤0.01%
476
-227
42 43
44
45 46