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
1201
$13K ﹤0.01%
1,223
-147
1202
$12K ﹤0.01%
2,000
1203
$12K ﹤0.01%
2,615
-238
1204
$12K ﹤0.01%
249
1205
$12K ﹤0.01%
310
1206
$12K ﹤0.01%
400
1207
$12K ﹤0.01%
300
1208
$12K ﹤0.01%
100
1209
$12K ﹤0.01%
560
-2,720
1210
$12K ﹤0.01%
665
1211
$12K ﹤0.01%
150
+25
1212
$12K ﹤0.01%
500
1213
$12K ﹤0.01%
300
1214
$12K ﹤0.01%
181
+8
1215
$12K ﹤0.01%
547
-48
1216
$12K ﹤0.01%
255
-998
1217
$12K ﹤0.01%
272
1218
$12K ﹤0.01%
250
-2,240
1219
$11K ﹤0.01%
752
-675
1220
$11K ﹤0.01%
275
1221
$11K ﹤0.01%
900
1222
$11K ﹤0.01%
1,100
-500
1223
$11K ﹤0.01%
1,001
+50
1224
$11K ﹤0.01%
86
1225
$11K ﹤0.01%
1,327
47 48
49
50 51