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
1426
$5K ﹤0.01%
1,400
1427
$5K ﹤0.01%
353
+3
1428
$5K ﹤0.01%
150
1429
$4K ﹤0.01%
150
1430
$4K ﹤0.01%
100
+47
1431
$4K ﹤0.01%
400
1432
$4K ﹤0.01%
756
1433
$4K ﹤0.01%
700
1434
$4K ﹤0.01%
206
1435
$4K ﹤0.01%
160
+2
1436
$4K ﹤0.01%
146
1437
$4K ﹤0.01%
121
1438
$4K ﹤0.01%
70
-164
1439
$4K ﹤0.01%
17
1440
$4K ﹤0.01%
604
1441
$4K ﹤0.01%
3,103
1442
$4K ﹤0.01%
300
1443
$4K ﹤0.01%
91
1444
$4K ﹤0.01%
190
-399
1445
$4K ﹤0.01%
275
-545
1446
$4K ﹤0.01%
78
-867
1447
$4K ﹤0.01%
68
+6
1448
$4K ﹤0.01%
+135
1449
$4K ﹤0.01%
546
1450
$4K ﹤0.01%
762
+30
56 57
58
59 60