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
1801
$0 ﹤0.01%
300
1802
$0 ﹤0.01%
100
1803
– –
-19
1804
$0 ﹤0.01%
16
1805
$0 ﹤0.01%
12
1806
– –
-8
1807
$0 ﹤0.01%
21
1808
$0 ﹤0.01%
12
1809
– –
-87
1810
– –
-270
1811
– –
-459
1812
$0 ﹤0.01%
62
1813
$0 ﹤0.01%
10
1814
– –
-65
1815
$0 ﹤0.01%
+4
1816
– –
-1
1817
$0 ﹤0.01%
12
1818
– –
-643
1819
– –
-50
1820
– –
-39
1821
– –
-2,297
1822
– –
-100
1823
$0 ﹤0.01%
4
1824
– –
-108
1825
– –
-125
71 72
73
74 75