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
1251
$10K ﹤0.01%
332
1252
$10K ﹤0.01%
700
1253
$10K ﹤0.01%
130
-25
1254
$10K ﹤0.01%
900
-2,125
1255
$10K ﹤0.01%
626
+11
1256
$10K ﹤0.01%
+57
1257
$10K ﹤0.01%
+314
1258
$10K ﹤0.01%
354
-99
1259
$10K ﹤0.01%
+400
1260
$10K ﹤0.01%
2,485
1261
$10K ﹤0.01%
1,709
+27
1262
$10K ﹤0.01%
325
-2,779
1263
$10K ﹤0.01%
400
-200
1264
$10K ﹤0.01%
1,300
1265
$10K ﹤0.01%
900
+500
1266
$10K ﹤0.01%
167
-550
1267
$10K ﹤0.01%
13,206
1268
$10K ﹤0.01%
+650
1269
$10K ﹤0.01%
329
1270
$10K ﹤0.01%
+103
1271
$10K ﹤0.01%
150
1272
$10K ﹤0.01%
+185
1273
$9K ﹤0.01%
262
1274
$9K ﹤0.01%
316
1275
$9K ﹤0.01%
206
-17
49 50
51
52 53