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
1651
$1K ﹤0.01%
46
-15
1652
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60
1653
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69
1654
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+20
1655
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8
1656
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10
1657
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23
1658
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1659
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20
-10
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36
1661
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4
-72
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25
+15
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500
1664
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27
1665
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12
1666
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1667
$1K ﹤0.01%
+100
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25
1669
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+3
1670
$1K ﹤0.01%
155
1671
– –
0
1672
$1K ﹤0.01%
+4
1673
$1K ﹤0.01%
3
1674
$1K ﹤0.01%
159
1675
$1K ﹤0.01%
+6
65 66
67
68 69