We are live on ! Find out more
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
1751
– –
0
1752
– –
-10
1753
– –
-125
1754
$0 ﹤0.01%
3
1755
$0 ﹤0.01%
+15
1756
– –
-900
1757
$0 ﹤0.01%
14
1758
– –
0
1759
– –
-27,113
1760
$0 ﹤0.01%
9
1761
$0 ﹤0.01%
15
1762
$0 ﹤0.01%
+5
1763
– –
-50
1764
– –
0
1765
$0 ﹤0.01%
34
1766
– –
-200
1767
– –
0
1768
$0 ﹤0.01%
21
-18,464
1769
$0 ﹤0.01%
+2
1770
– –
-306
1771
$0 ﹤0.01%
5
-29
1772
– –
-340
1773
– –
0
1774
$0 ﹤0.01%
5
1775
$0 ﹤0.01%
3
69 70
71
72 73