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
276
$711K 0.05%
3,527
+506
277
$709K 0.05%
32,915
+476
278
$708K 0.05%
2,640
+106
279
$706K 0.05%
18,789
-381
280
$705K 0.05%
19,696
+4,806
281
$700K 0.05%
18,234
+1,718
282
$700K 0.05%
13,998
+2,507
283
$694K 0.05%
3,067
-100
284
$690K 0.05%
29,975
-12,494
285
$689K 0.05%
14,955
+2,650
286
$689K 0.05%
17,048
+6,321
287
$687K 0.05%
9,673
+839
288
$684K 0.05%
6,797
+2,995
289
$675K 0.05%
8,820
+101
290
$674K 0.05%
6,697
+883
291
$670K 0.05%
25,866
292
$668K 0.05%
23,613
+3,753
293
$668K 0.05%
20,615
+20,570
294
$667K 0.05%
12,989
+2,261
295
$660K 0.05%
353
+13
296
$659K 0.05%
2,114
-102
297
$658K 0.05%
5,671
+1,496
298
$653K 0.05%
8,285
+142
299
$652K 0.05%
+76,629
300
$648K 0.05%
24,096
-3,364
10 11
12
13 14