AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.85%
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 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
$0 ﹤0.01%
39
1927
– –
-80
1928
– –
-2
1929
– –
-35
1930
$0 ﹤0.01%
2
1931
$0 ﹤0.01%
+9
1932
$0 ﹤0.01%
300
1933
$0 ﹤0.01%
100
1934
– –
-19
1935
$0 ﹤0.01%
16
1936
$0 ﹤0.01%
12
1937
– –
-8
1938
$0 ﹤0.01%
21
1939
$0 ﹤0.01%
12
1940
– –
-87
1941
– –
-270
1942
– –
-459
1943
$0 ﹤0.01%
15
1944
$0 ﹤0.01%
62
1945
$0 ﹤0.01%
10
1946
– –
-65
1947
$0 ﹤0.01%
+4
1948
– –
-1
1949
$0 ﹤0.01%
12
1950
– –
-643
75 76 77
78
79