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
$1.19B
AUM Growth
-$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,295
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$5.56M
3
+$4.58M
4
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$4.21M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$4.2M

Top Sells

1
+$61.7M
2
+$59.5M
3
+$15.1M
4
ORCL icon
Oracle
ORCL
+$6.86M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$6.28M

Sector Composition

1 Technology 8.97%
2 Financials 4.62%
3 Industrials 4.25%
4 Healthcare 3.47%
5 Consumer Discretionary 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$600K 0.05%
4,776
+875
277
$596K 0.05%
9,710
+480
278
$587K 0.05%
340
-6
279
$586K 0.05%
11,828
+2,872
280
$584K 0.05%
1,379
-67
281
$583K 0.05%
5,814
+112
282
$581K 0.05%
1,520
-256
283
$577K 0.05%
2,216
-24
284
$576K 0.05%
22,323
-3,396
285
$574K 0.05%
26,441
+2,372
286
$574K 0.05%
5,645
+227
287
$573K 0.05%
11,491
+660
288
$571K 0.05%
6,999
+1,449
289
$570K 0.05%
2,245
+546
290
$565K 0.05%
11,699
+481
291
$564K 0.05%
14,890
+4,957
292
$561K 0.05%
17,158
-400
293
$559K 0.05%
10,728
+907
294
$559K 0.05%
20,933
295
$556K 0.05%
12,305
-99,267
296
$552K 0.05%
5,010
-1,190
297
$550K 0.05%
20,341
+3,733
298
$546K 0.05%
1,356
+16
299
$535K 0.04%
9,342
-1,817
300
$530K 0.04%
6,036
+2,562
10 11
12
13 14