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
1551
$2K ﹤0.01%
20
1552
$2K ﹤0.01%
131
+4
1553
$2K ﹤0.01%
100
1554
$2K ﹤0.01%
200
-1,025
1555
$2K ﹤0.01%
37
1556
$2K ﹤0.01%
200
1557
$2K ﹤0.01%
40
-60
1558
$2K ﹤0.01%
1,000
1559
$2K ﹤0.01%
+67
1560
$2K ﹤0.01%
110
-614
1561
$2K ﹤0.01%
45
1562
$2K ﹤0.01%
+20
1563
$2K ﹤0.01%
+7
1564
$2K ﹤0.01%
15
1565
$2K ﹤0.01%
+100
1566
$2K ﹤0.01%
+28
1567
$2K ﹤0.01%
+44
1568
$2K ﹤0.01%
40
1569
$2K ﹤0.01%
14
1570
$2K ﹤0.01%
26
-2,100
1571
$2K ﹤0.01%
+120
1572
$2K ﹤0.01%
52
1573
$2K ﹤0.01%
100
1574
$2K ﹤0.01%
40
1575
$2K ﹤0.01%
200
61 62
63
64 65