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
1226
$11K ﹤0.01%
310
+3
1227
$11K ﹤0.01%
376
-10
1228
$11K ﹤0.01%
1,200
1229
$11K ﹤0.01%
184
-1,042
1230
$11K ﹤0.01%
671
-53
1231
$11K ﹤0.01%
+425
1232
$11K ﹤0.01%
418
+1
1233
$11K ﹤0.01%
50
1234
$11K ﹤0.01%
158
1235
$11K ﹤0.01%
32
1236
$11K ﹤0.01%
99
-13
1237
$11K ﹤0.01%
58
-20
1238
$11K ﹤0.01%
638
1239
$11K ﹤0.01%
1,723
+50
1240
$11K ﹤0.01%
86
1241
$11K ﹤0.01%
400
1242
$10K ﹤0.01%
+31
1243
$10K ﹤0.01%
200
1244
$10K ﹤0.01%
51
-37
1245
$10K ﹤0.01%
1,063
+1,000
1246
$10K ﹤0.01%
159
1247
$10K ﹤0.01%
+50
1248
$10K ﹤0.01%
150
1249
$10K ﹤0.01%
400
1250
$10K ﹤0.01%
300
48 49
50
51 52