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
1301
$9K ﹤0.01%
99
1302
$9K ﹤0.01%
+69
1303
$9K ﹤0.01%
53
1304
$9K ﹤0.01%
200
-125
1305
$8K ﹤0.01%
225
+25
1306
$8K ﹤0.01%
220
1307
$8K ﹤0.01%
1,044
1308
$8K ﹤0.01%
100
1309
$8K ﹤0.01%
64
1310
$8K ﹤0.01%
+200
1311
$8K ﹤0.01%
1,818
1312
$8K ﹤0.01%
300
-27
1313
$8K ﹤0.01%
250
-2,750
1314
$8K ﹤0.01%
139
1315
$8K ﹤0.01%
500
1316
$8K ﹤0.01%
518
1317
$8K ﹤0.01%
1,100
1318
$8K ﹤0.01%
630
1319
$8K ﹤0.01%
267
+1
1320
$8K ﹤0.01%
+23
1321
$8K ﹤0.01%
338
1322
$8K ﹤0.01%
107
1323
$8K ﹤0.01%
1,000
+800
1324
$8K ﹤0.01%
200
-36
1325
$8K ﹤0.01%
+200
51 52
53
54 55