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
176
$1.32M 0.11%
16,950
177
$1.3M 0.11%
12,209
+438
178
$1.3M 0.11%
35,080
+2,880
179
$1.3M 0.11%
25,930
+750
180
$1.29M 0.11%
26,648
-1,404
181
$1.28M 0.11%
21,485
-4,003
182
$1.27M 0.11%
17,320
+580
183
$1.25M 0.11%
7,114
-27
184
$1.25M 0.11%
4,058
-7,132
185
$1.21M 0.1%
5,080
+192
186
$1.2M 0.1%
49,937
+7,366
187
$1.18M 0.1%
22,770
+17,937
188
$1.18M 0.1%
29,864
-1,609
189
$1.17M 0.1%
6,233
+13
190
$1.17M 0.1%
14,604
+803
191
$1.16M 0.1%
18,231
-2,073
192
$1.16M 0.1%
36,374
-10,171
193
$1.15M 0.1%
60,083
-323
194
$1.15M 0.1%
15,964
-424
195
$1.14M 0.1%
10,099
+1,774
196
$1.13M 0.1%
76,836
+1,809
197
$1.13M 0.1%
9,715
-501
198
$1.11M 0.1%
19,711
+888
199
$1.1M 0.09%
5,301
+107
200
$1.1M 0.09%
85,296
+648
6 7
8
9 10