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
1101
$19K ﹤0.01%
155
+80
1102
$19K ﹤0.01%
2,103
1103
$19K ﹤0.01%
304
-475
1104
$19K ﹤0.01%
135
1105
$19K ﹤0.01%
68
1106
$19K ﹤0.01%
1,051
+551
1107
$19K ﹤0.01%
268
+204
1108
$18K ﹤0.01%
2,501
-228
1109
$18K ﹤0.01%
338
1110
$18K ﹤0.01%
200
1111
$18K ﹤0.01%
605
-450
1112
$18K ﹤0.01%
1,500
1113
$18K ﹤0.01%
+317
1114
$18K ﹤0.01%
569
-475
1115
$18K ﹤0.01%
779
-588
1116
$18K ﹤0.01%
307
1117
$18K ﹤0.01%
450
+350
1118
$18K ﹤0.01%
4,500
1119
$18K ﹤0.01%
123
1120
$18K ﹤0.01%
100
1121
$18K ﹤0.01%
128
1122
$17K ﹤0.01%
207
1123
$17K ﹤0.01%
463
-40
1124
$17K ﹤0.01%
400
1125
$17K ﹤0.01%
571
43 44
45
46 47