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
1401
$5K ﹤0.01%
108
+50
1402
$5K ﹤0.01%
839
-300
1403
$5K ﹤0.01%
190
1404
$5K ﹤0.01%
375
1405
$5K ﹤0.01%
370
-200
1406
$5K ﹤0.01%
+110
1407
$5K ﹤0.01%
200
-103
1408
$5K ﹤0.01%
165
-140
1409
$5K ﹤0.01%
+300
1410
$5K ﹤0.01%
300
1411
$5K ﹤0.01%
310
1412
$5K ﹤0.01%
300
1413
$5K ﹤0.01%
100
1414
$5K ﹤0.01%
241
-907
1415
$5K ﹤0.01%
338
1416
$5K ﹤0.01%
225
1417
$5K ﹤0.01%
156
-29
1418
$5K ﹤0.01%
500
1419
$5K ﹤0.01%
96
-460
1420
$5K ﹤0.01%
392
1421
$5K ﹤0.01%
+3
1422
$5K ﹤0.01%
218
1423
$5K ﹤0.01%
90
+1
1424
$5K ﹤0.01%
157
+1
1425
$5K ﹤0.01%
1,100
55 56
57
58 59