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
$1.35B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,243
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$6.66M
3
+$6.46M
4
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$5.86M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.17M

Top Sells

1
+$1.65M
2
+$1.56M
3
+$938K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$847K
5
CSX icon
CSX Corp
CSX
+$826K

Sector Composition

1 Technology 7.12%
2 Financials 4.59%
3 Industrials 3.67%
4 Healthcare 3.46%
5 Consumer Discretionary 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.12M 0.08%
+67,712
227
$1.11M 0.08%
14,238
+2,248
228
$1.11M 0.08%
89,492
+3,458
229
$1.11M 0.08%
47,333
-36,146
230
$1.11M 0.08%
+12,514
231
$1.08M 0.08%
15,037
+2,293
232
$1.06M 0.08%
39,730
-12,300
233
$1.05M 0.08%
6,002
-177
234
$1.05M 0.08%
5,324
-891
235
$1.05M 0.08%
+29,965
236
$1.05M 0.08%
38,253
+2,955
237
$1.03M 0.08%
32,346
+12,064
238
$1.03M 0.08%
41,259
-18,576
239
$1M 0.07%
16,265
+51
240
$1M 0.07%
10,730
+700
241
$997K 0.07%
3,656
+12
242
$992K 0.07%
6,683
-520
243
$965K 0.07%
+38,535
244
$898K 0.07%
29,708
245
$885K 0.07%
61,560
+4,600
246
$877K 0.07%
4,147
+239
247
$876K 0.07%
9,522
+1,573
248
$874K 0.06%
12,200
+69
249
$869K 0.06%
11,922
+570
250
$867K 0.06%
10,415
+68
8 9
10
11 12