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
126
$2.14M 0.18%
115,621
+16,633
127
$2.14M 0.18%
10,656
+235
128
$2.1M 0.18%
7,559
-1,091
129
$2.08M 0.18%
8,290
+7,723
130
$2.05M 0.18%
21,871
-4,941
131
$2.04M 0.18%
84,848
+3,763
132
$1.99M 0.17%
7,997
-1,358
133
$1.99M 0.17%
67,336
+67,282
134
$1.98M 0.17%
126,859
+125,462
135
$1.94M 0.17%
63,076
+10,182
136
$1.94M 0.17%
41,714
-5,349
137
$1.93M 0.17%
35,069
-7,028
138
$1.91M 0.16%
13,755
-129
139
$1.83M 0.16%
36,116
+33,751
140
$1.82M 0.16%
12,185
+411
141
$1.82M 0.16%
25,869
-124
142
$1.79M 0.15%
30,000
-3,744
143
$1.78M 0.15%
45,196
+7,198
144
$1.77M 0.15%
69,269
+763
145
$1.77M 0.15%
11,521
+3,130
146
$1.76M 0.15%
48,808
+31,284
147
$1.76M 0.15%
23,835
+625
148
$1.72M 0.15%
48,079
-2,945
149
$1.72M 0.15%
65,500
-3,560
150
$1.7M 0.15%
16,518
+723
4 5
6
7 8