AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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 icon
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
1926
$0 ﹤0.01%
+20
1927
$0 ﹤0.01%
59
1928
$0 ﹤0.01%
2
1929
– –
-200
1930
$0 ﹤0.01%
+4
1931
– –
-100
1932
– –
-3
1933
– –
-300
1934
$0 ﹤0.01%
3
1935
$0 ﹤0.01%
6
1936
– –
-8,598
1937
$0 ﹤0.01%
28
1938
$0 ﹤0.01%
12
1939
– –
-100
1940
– –
-3
1941
– –
-400
1942
$0 ﹤0.01%
1,629
1943
$0 ﹤0.01%
130
-1
1944
$0 ﹤0.01%
26
1945
– –
-100
1946
$0 ﹤0.01%
18
1947
– –
-55
1948
– –
-182
1949
– –
-47
1950
$0 ﹤0.01%
50
75 76 77
78
79