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
1351
$7K ﹤0.01%
157
-3,985
1352
$7K ﹤0.01%
186
1353
$7K ﹤0.01%
850
1354
$7K ﹤0.01%
288
1355
$7K ﹤0.01%
322
1356
$6K ﹤0.01%
+150
1357
$6K ﹤0.01%
300
-52
1358
$6K ﹤0.01%
+64
1359
$6K ﹤0.01%
100
1360
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80
1361
$6K ﹤0.01%
50
1362
$6K ﹤0.01%
197
-32
1363
$6K ﹤0.01%
341
1364
$6K ﹤0.01%
75
-235
1365
$6K ﹤0.01%
602
-7,200
1366
$6K ﹤0.01%
272
-9,157
1367
$6K ﹤0.01%
356
1368
$6K ﹤0.01%
277
-2,667
1369
$6K ﹤0.01%
70
1370
$6K ﹤0.01%
90
1371
$6K ﹤0.01%
50
1372
$6K ﹤0.01%
187
1373
$6K ﹤0.01%
50
-283
1374
$6K ﹤0.01%
+100
1375
$6K ﹤0.01%
141
53 54
55
56 57