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
1476
$3K ﹤0.01%
114
1477
$3K ﹤0.01%
397
-53
1478
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960
-7
1479
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158
+2
1480
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25
-261
1481
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+99
1482
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303
1483
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92
1484
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96
+14
1485
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19
1486
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36
-457
1487
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38
1488
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100
1489
$3K ﹤0.01%
200
-300
1490
$3K ﹤0.01%
+125
1491
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68
1492
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561
1493
$3K ﹤0.01%
+67
1494
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57
1495
$3K ﹤0.01%
35
1496
$3K ﹤0.01%
+115
1497
$3K ﹤0.01%
737
1498
$3K ﹤0.01%
75
1499
$3K ﹤0.01%
30
1500
$3K ﹤0.01%
354
+205
58 59
60
61 62