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
1451
$4K ﹤0.01%
140
-203
1452
$4K ﹤0.01%
76
1453
$4K ﹤0.01%
279
-350
1454
$4K ﹤0.01%
75
-11
1455
$4K ﹤0.01%
47
1456
$4K ﹤0.01%
493
1457
$4K ﹤0.01%
460
+160
1458
$4K ﹤0.01%
306
1459
$4K ﹤0.01%
25
1460
$3K ﹤0.01%
25
1461
$3K ﹤0.01%
97
1462
$3K ﹤0.01%
88
1463
$3K ﹤0.01%
89
1464
$3K ﹤0.01%
101
+100
1465
$3K ﹤0.01%
108
1466
$3K ﹤0.01%
191
1467
$3K ﹤0.01%
16
1468
$3K ﹤0.01%
163
-141
1469
$3K ﹤0.01%
170
1470
$3K ﹤0.01%
47
1471
$3K ﹤0.01%
+85
1472
$3K ﹤0.01%
100
1473
$3K ﹤0.01%
394
1474
$3K ﹤0.01%
+68
1475
$3K ﹤0.01%
601
+1
57 58
59
60 61