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
1126
$17K ﹤0.01%
800
-410
1127
$17K ﹤0.01%
+338
1128
$17K ﹤0.01%
177
1129
$17K ﹤0.01%
4,500
-1,322
1130
$17K ﹤0.01%
414
1131
$17K ﹤0.01%
3,476
+120
1132
$17K ﹤0.01%
405
1133
$16K ﹤0.01%
162
1134
$16K ﹤0.01%
450
-113
1135
$16K ﹤0.01%
878
-4,068
1136
$16K ﹤0.01%
230
1137
$16K ﹤0.01%
410
-2,699
1138
$16K ﹤0.01%
324
-125
1139
$16K ﹤0.01%
3,452
+126
1140
$16K ﹤0.01%
1,427
-12
1141
$16K ﹤0.01%
760
1142
$16K ﹤0.01%
1,395
+10
1143
$16K ﹤0.01%
+3,415
1144
$16K ﹤0.01%
76
-52
1145
$16K ﹤0.01%
1,750
-1,000
1146
$16K ﹤0.01%
+500
1147
$15K ﹤0.01%
416
1148
$15K ﹤0.01%
+236
1149
$15K ﹤0.01%
589
1150
$15K ﹤0.01%
604
44 45
46
47 48