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

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
1751
-900
1752
$0 ﹤0.01%
14
1753
0
1754
-27,113
1755
$0 ﹤0.01%
9
1756
$0 ﹤0.01%
15
1757
$0 ﹤0.01%
+5
1758
-50
1759
0
1760
$0 ﹤0.01%
34
1761
-200
1762
0
1763
-129
1764
-140
1765
-120
1766
$0 ﹤0.01%
21
-18,464
1767
$0 ﹤0.01%
+2
1768
-306
1769
$0 ﹤0.01%
17
1770
-125
1771
-44
1772
-229
1773
$0 ﹤0.01%
5
-29
1774
-340
1775
0