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
1901
– –
-23
1902
– –
-1,356
1903
– –
-343
1904
– –
-920
1905
– –
-47
1906
– –
-245
1907
$0 ﹤0.01%
22
-100
1908
– –
-1,050
1909
– –
-5
1910
$0 ﹤0.01%
9
-209
1911
– –
-349
1912
– –
0
1913
– –
-3,923
1914
– –
0
1915
– –
-126
1916
– –
-706
1917
– –
-57
1918
– –
-100
1919
$0 ﹤0.01%
100
1920
– –
0
1921
– –
-74
1922
– –
-2,698
1923
– –
-19
1924
– –
-1,887
1925
– –
-50
75 76
77
78 79