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
1701
– –
0
1702
$0 ﹤0.01%
10
1703
$0 ﹤0.01%
27
1704
– –
-28
1705
$0 ﹤0.01%
+20
1706
$0 ﹤0.01%
33
1707
– –
-28
1708
$0 ﹤0.01%
5
-15
1709
– –
-2
1710
– –
-40
1711
– –
-337
1712
– –
-240
1713
$0 ﹤0.01%
18
1714
– –
-93
1715
$0 ﹤0.01%
19
1716
$0 ﹤0.01%
4
1717
$0 ﹤0.01%
32
-1,200
1718
– –
-62
1719
– –
0
1720
– –
0
1721
– –
-119
1722
– –
-89
1723
$0 ﹤0.01%
22
-2
1724
– –
-1,000
1725
– –
-100
67 68
69
70 71