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
1176
$14K ﹤0.01%
1,245
1177
$14K ﹤0.01%
1,800
+900
1178
$14K ﹤0.01%
60
1179
$14K ﹤0.01%
350
1180
$14K ﹤0.01%
1,419
1181
$14K ﹤0.01%
768
-13
1182
$14K ﹤0.01%
1,150
1183
$14K ﹤0.01%
+750
1184
$14K ﹤0.01%
900
+500
1185
$13K ﹤0.01%
124
1186
$13K ﹤0.01%
644
1187
$13K ﹤0.01%
528
+4
1188
$13K ﹤0.01%
+219
1189
$13K ﹤0.01%
2,530
1190
$13K ﹤0.01%
200
1191
$13K ﹤0.01%
842
1192
$13K ﹤0.01%
1,833
1193
$13K ﹤0.01%
1,500
1194
$13K ﹤0.01%
216
-584
1195
$13K ﹤0.01%
1,250
-250
1196
$13K ﹤0.01%
+566
1197
$13K ﹤0.01%
468
1198
$13K ﹤0.01%
432
1199
$13K ﹤0.01%
210
1200
$13K ﹤0.01%
900
46 47
48
49 50