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
101
$2.59M 0.22%
120,109
+18,873
102
$2.57M 0.22%
42,696
-5,227
103
$2.54M 0.22%
39,771
-1,916
104
$2.52M 0.22%
94,573
-38,651
105
$2.5M 0.21%
50,160
+282
106
$2.5M 0.21%
39,571
+15,101
107
$2.49M 0.21%
22,384
-1,408
108
$2.48M 0.21%
133,980
+7,356
109
$2.47M 0.21%
8,533
+87
110
$2.45M 0.21%
47,362
+4,440
111
$2.42M 0.21%
19,495
-183
112
$2.42M 0.21%
51,801
-3,972
113
$2.38M 0.2%
81,224
-20,962
114
$2.37M 0.2%
18,458
-11,733
115
$2.36M 0.2%
23,129
-1,848
116
$2.35M 0.2%
22,491
+1,598
117
$2.33M 0.2%
10,604
-796
118
$2.29M 0.2%
46,790
+4,203
119
$2.24M 0.19%
12,436
+5,063
120
$2.24M 0.19%
21,573
-30,048
121
$2.23M 0.19%
47,943
+348
122
$2.22M 0.19%
58,162
+597
123
$2.2M 0.19%
43,435
-700
124
$2.16M 0.19%
43,150
-151,752
125
$2.16M 0.19%
146,817
+41,704
3 4
5
6 7