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AF

Advisornet Financial Portfolio holdings

AUM $1.93B
1-Year Est. Return 18.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.58%
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
+$7.67M
2
+$2.52M
3
+$2.52M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.33M
5
LPX icon
Louisiana-Pacific
LPX
+$2.07M

Top Sells

1
+$24.9M
2
+$14.7M
3
+$9.7M
4
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$8.89M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$7.97M

Sector Composition

1 Technology 8.03%
2 Healthcare 6.06%
3 Industrials 5.16%
4 Consumer Discretionary 4.72%
5 Financials 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1676
$1K ﹤0.01%
134
1677
$1K ﹤0.01%
68
1678
$1K ﹤0.01%
96
1679
$1K ﹤0.01%
235
1680
$1K ﹤0.01%
1,135
+1,005
1681
$1K ﹤0.01%
100
1682
$1K ﹤0.01%
69
1683
$1K ﹤0.01%
+20
1684
$1K ﹤0.01%
8
1685
$1K ﹤0.01%
10
1686
$1K ﹤0.01%
23
1687
$1K ﹤0.01%
36
1688
$1K ﹤0.01%
4
-72
1689
$0 ﹤0.01%
5
-15
1690
– –
-2
1691
– –
-40
1692
– –
-337
1693
– –
-240
1694
$0 ﹤0.01%
18
1695
– –
-93
1696
– –
-100
1697
– –
-3
1698
– –
-400
1699
– –
-182
1700
– –
-100
66 67
68
69 70