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
1601
$1K ﹤0.01%
51
1602
$1K ﹤0.01%
35
1603
$1K ﹤0.01%
58
-333
1604
$1K ﹤0.01%
6
1605
$1K ﹤0.01%
39
-666
1606
$1K ﹤0.01%
6
1607
$1K ﹤0.01%
40
1608
$1K ﹤0.01%
100
1609
$1K ﹤0.01%
+100
1610
$1K ﹤0.01%
43
1611
$1K ﹤0.01%
51
+1
1612
$1K ﹤0.01%
7
1613
$1K ﹤0.01%
+4
1614
$1K ﹤0.01%
20
1615
$1K ﹤0.01%
22
1616
$1K ﹤0.01%
15
1617
$1K ﹤0.01%
30
1618
$1K ﹤0.01%
+14
1619
$1K ﹤0.01%
44
1620
$1K ﹤0.01%
+14
1621
$1K ﹤0.01%
85
+7
1622
$1K ﹤0.01%
450
1623
$1K ﹤0.01%
+50
1624
$1K ﹤0.01%
29
1625
$1K ﹤0.01%
47
63 64
65
66 67