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
1576
$2K ﹤0.01%
200
1577
$2K ﹤0.01%
63
-8
1578
$2K ﹤0.01%
45
1579
$2K ﹤0.01%
190
-731
1580
$2K ﹤0.01%
19
1581
$1K ﹤0.01%
+272
1582
$1K ﹤0.01%
35
1583
$1K ﹤0.01%
11
1584
$1K ﹤0.01%
49
1585
$1K ﹤0.01%
158
1586
$1K ﹤0.01%
10
1587
$1K ﹤0.01%
+6
1588
$1K ﹤0.01%
78
1589
$1K ﹤0.01%
17
-93
1590
$1K ﹤0.01%
25
1591
$1K ﹤0.01%
147
1592
$1K ﹤0.01%
95
1593
$1K ﹤0.01%
+26
1594
$1K ﹤0.01%
30
1595
$1K ﹤0.01%
285
1596
$1K ﹤0.01%
11
1597
$1K ﹤0.01%
176
1598
$1K ﹤0.01%
178
1599
$1K ﹤0.01%
109
1600
$1K ﹤0.01%
190
62 63
64
65 66