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
151
$1.68M 0.14%
48,986
+3,853
152
$1.68M 0.14%
27,484
-530
153
$1.65M 0.14%
18,748
-1,372
154
$1.64M 0.14%
40,235
-1,265
155
$1.62M 0.14%
12,910
-391
156
$1.62M 0.14%
27,703
+4,287
157
$1.6M 0.14%
7,897
+217
158
$1.58M 0.14%
4,466
+134
159
$1.58M 0.14%
8,180
-18
160
$1.57M 0.13%
58,735
-140,680
161
$1.55M 0.13%
31,320
-7,864
162
$1.53M 0.13%
7,566
-1,449
163
$1.52M 0.13%
34,702
-36,272
164
$1.51M 0.13%
55,866
-9,258
165
$1.51M 0.13%
9,062
+4,385
166
$1.49M 0.13%
4,399
+206
167
$1.49M 0.13%
9,149
-1,949
168
$1.47M 0.13%
18,150
-4,240
169
$1.45M 0.12%
8,760
-3,562
170
$1.44M 0.12%
21,282
-2,266
171
$1.42M 0.12%
6,108
+768
172
$1.42M 0.12%
12,170
+249
173
$1.41M 0.12%
26,237
+5,525
174
$1.38M 0.12%
56,918
+8,088
175
$1.36M 0.12%
9,532
-1,187
5 6
7
8 9