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
1151
$15K ﹤0.01%
297
-25
1152
$15K ﹤0.01%
750
1153
$15K ﹤0.01%
494
1154
$15K ﹤0.01%
204
-145
1155
$15K ﹤0.01%
355
1156
$15K ﹤0.01%
150
1157
$15K ﹤0.01%
318
-253
1158
$15K ﹤0.01%
91
1159
$15K ﹤0.01%
367
-76
1160
$15K ﹤0.01%
167
1161
$15K ﹤0.01%
825
-500
1162
$15K ﹤0.01%
+2,637
1163
$15K ﹤0.01%
+135
1164
$15K ﹤0.01%
594
1165
$15K ﹤0.01%
591
1166
$15K ﹤0.01%
540
1167
$14K ﹤0.01%
+6,000
1168
$14K ﹤0.01%
2,388
1169
$14K ﹤0.01%
132
-55
1170
$14K ﹤0.01%
900
1171
$14K ﹤0.01%
716
1172
$14K ﹤0.01%
496
1173
$14K ﹤0.01%
270
1174
$14K ﹤0.01%
430
-35
1175
$14K ﹤0.01%
837
-40
45 46
47
48 49