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
1801
– –
-459
1802
$0 ﹤0.01%
15
1803
$0 ﹤0.01%
62
1804
$0 ﹤0.01%
10
1805
– –
-65
1806
$0 ﹤0.01%
+4
1807
– –
-1
1808
$0 ﹤0.01%
12
1809
– –
-643
1810
– –
-50
1811
– –
-39
1812
– –
-2,297
1813
– –
-100
1814
$0 ﹤0.01%
4
1815
– –
-108
1816
– –
-125
1817
$0 ﹤0.01%
10
1818
– –
-173
1819
– –
-12,220
1820
$0 ﹤0.01%
11
1821
– –
-200
1822
$0 ﹤0.01%
105
1823
$0 ﹤0.01%
19
-67
1824
$0 ﹤0.01%
8
1825
– –
-747
71 72
73
74 75