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
1826
$0 ﹤0.01%
+5
1827
$0 ﹤0.01%
10
1828
– –
-173
1829
$0 ﹤0.01%
+13
1830
– –
-12,220
1831
$0 ﹤0.01%
11
1832
– –
0
1833
– –
-263
1834
– –
-1,999
1835
$0 ﹤0.01%
+9
1836
– –
-200
1837
$0 ﹤0.01%
105
1838
$0 ﹤0.01%
19
-67
1839
$0 ﹤0.01%
8
1840
– –
-747
1841
$0 ﹤0.01%
53
-1
1842
– –
-1,026
1843
– –
-1,200
1844
$0 ﹤0.01%
15
1845
– –
-1,282
1846
$0 ﹤0.01%
2
1847
– –
-100
1848
– –
-2,250
1849
– –
0
1850
$0 ﹤0.01%
8
72 73
74
75 76