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
201
$1.1M 0.09%
28,444
-2,040
202
$1.08M 0.09%
45,800
+433
203
$1.07M 0.09%
13,266
-348
204
$1.06M 0.09%
12,673
-439
205
$1.06M 0.09%
52,324
-800
206
$1.06M 0.09%
6,399
-9,504
207
$1.05M 0.09%
4,645
+20
208
$1.05M 0.09%
13,601
+153
209
$1.05M 0.09%
10,720
210
$1.05M 0.09%
96,078
+950
211
$1.04M 0.09%
15,048
-380
212
$1.04M 0.09%
7,158
-358
213
$1.03M 0.09%
34,240
-221,192
214
$1.02M 0.09%
16,584
-653
215
$1.02M 0.09%
19,815
-1,454
216
$1.01M 0.09%
5,151
-169
217
$1.01M 0.09%
15,743
-8,955
218
$1.01M 0.09%
24,732
+2,229
219
$1M 0.09%
32,881
-496
220
$998K 0.09%
55,127
-1,795
221
$988K 0.08%
10,572
+9,424
222
$983K 0.08%
9,699
+315
223
$979K 0.08%
+13,131
224
$974K 0.08%
8,275
-1,101
225
$971K 0.08%
10,509
-916
7 8
9
10 11