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
1951
– –
-700
1952
– –
-542
1953
– –
0
1954
$0 ﹤0.01%
10
1955
– –
-2,661
1956
– –
-300
1957
– –
-84
1958
$0 ﹤0.01%
1
1959
– –
-180
1960
– –
0
1961
– –
-482
1962
– –
-501
1963
– –
-59
1964
$0 ﹤0.01%
+9
1965
– –
-1,742
1966
– –
-100
1967
– –
-150
1968
– –
0
1969
– –
-55
1970
– –
-333
1971
$0 ﹤0.01%
25
1972
$0 ﹤0.01%
8
75 76 77 78
79