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
1326
$8K ﹤0.01%
635
-100
1327
$8K ﹤0.01%
25
1328
$8K ﹤0.01%
203
+1
1329
$8K ﹤0.01%
250
+2
1330
$8K ﹤0.01%
220
1331
$8K ﹤0.01%
433
1332
$8K ﹤0.01%
44
1333
$7K ﹤0.01%
337
1334
$7K ﹤0.01%
296
1335
$7K ﹤0.01%
523
1336
$7K ﹤0.01%
355
+233
1337
$7K ﹤0.01%
415
1338
$7K ﹤0.01%
191
1339
$7K ﹤0.01%
150
1340
$7K ﹤0.01%
82
1341
$7K ﹤0.01%
24
-10
1342
$7K ﹤0.01%
+70
1343
$7K ﹤0.01%
365
1344
$7K ﹤0.01%
270
1345
$7K ﹤0.01%
161
-500
1346
$7K ﹤0.01%
+200
1347
$7K ﹤0.01%
863
1348
$7K ﹤0.01%
1,000
-10,106
1349
$7K ﹤0.01%
3,814
1350
$7K ﹤0.01%
500
+200
52 53
54
55 56