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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
1826
$0 ﹤0.01%
53
-1
1827
– –
-1,026
1828
– –
-1,200
1829
– –
-406
1830
$0 ﹤0.01%
23
-62
1831
– –
-40
1832
– –
-351
1833
– –
-20
1834
– –
-161
1835
– –
-462
1836
– –
-50
1837
– –
0
1838
$0 ﹤0.01%
10
1839
$0 ﹤0.01%
27
1840
– –
-28
1841
$0 ﹤0.01%
+20
1842
$0 ﹤0.01%
33
1843
– –
-28
1844
– –
-38
1845
– –
0
1846
$0 ﹤0.01%
223
1847
– –
-100
1848
$0 ﹤0.01%
10
1849
– –
0
1850
– –
-3,212
72 73
74
75 76