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
1676
$1K ﹤0.01%
54
1677
$1K ﹤0.01%
60
1678
$1K ﹤0.01%
5
1679
$1K ﹤0.01%
300
1680
$1K ﹤0.01%
105
1681
$1K ﹤0.01%
36
1682
$1K ﹤0.01%
99
1683
$1K ﹤0.01%
134
1684
$1K ﹤0.01%
68
1685
$1K ﹤0.01%
96
1686
$1K ﹤0.01%
235
1687
$1K ﹤0.01%
1,135
+1,005
1688
$1K ﹤0.01%
100
1689
– –
-406
1690
$0 ﹤0.01%
23
-62
1691
$0 ﹤0.01%
9
-23
1692
$0 ﹤0.01%
16
1693
– –
-40
1694
– –
-351
1695
– –
-20
1696
– –
-161
1697
– –
-1,000
1698
– –
-400
1699
– –
-462
1700
– –
-50
66 67
68
69 70