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
1876
$0 ﹤0.01%
1,629
1877
$0 ﹤0.01%
130
-1
1878
$0 ﹤0.01%
26
1879
– –
-100
1880
– –
-200
1881
$0 ﹤0.01%
2
1882
$0 ﹤0.01%
18
1883
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-55
1884
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-182
1885
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-47
1886
$0 ﹤0.01%
50
1887
– –
-20
1888
– –
-20
1889
– –
-50
1890
– –
-1,001
1891
$0 ﹤0.01%
8
-173
1892
$0 ﹤0.01%
50
1893
$0 ﹤0.01%
223
1894
– –
0
1895
– –
-224
1896
– –
-681
1897
– –
-56
1898
– –
-12
1899
– –
-7
1900
– –
-1
74 75
76
77 78