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
1926
– –
-844
1927
– –
-270
1928
– –
-648
1929
– –
-170
1930
– –
-382
1931
– –
-1,135
1932
– –
-782
1933
– –
-3,212
1934
– –
-73
1935
– –
-381
1936
– –
-35
1937
– –
-70
1938
– –
-40
1939
– –
-130
1940
– –
-20
1941
– –
-137
1942
– –
-21,608
1943
$0 ﹤0.01%
5
1944
– –
-1
1945
– –
-51
1946
– –
0
1947
$0 ﹤0.01%
5
1948
– –
-700
1949
– –
-188
1950
– –
-473
75 76 77
78
79