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
1501
$3K ﹤0.01%
500
1502
$3K ﹤0.01%
304
-636
1503
$3K ﹤0.01%
134
1504
$3K ﹤0.01%
11
+2
1505
$3K ﹤0.01%
133
1506
$3K ﹤0.01%
103
1507
$3K ﹤0.01%
300
-917
1508
$3K ﹤0.01%
258
1509
$3K ﹤0.01%
500
1510
$3K ﹤0.01%
300
1511
$3K ﹤0.01%
200
1512
$3K ﹤0.01%
+200
1513
$3K ﹤0.01%
+117
1514
$3K ﹤0.01%
58
-318
1515
$3K ﹤0.01%
75
1516
$3K ﹤0.01%
103
1517
$3K ﹤0.01%
302
1518
$3K ﹤0.01%
1,506
1519
$3K ﹤0.01%
+126
1520
$3K ﹤0.01%
+250
1521
$2K ﹤0.01%
2
1522
$2K ﹤0.01%
1,000
1523
$2K ﹤0.01%
66
1524
$2K ﹤0.01%
18
1525
$2K ﹤0.01%
41
59 60
61
62 63