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
301
$528K 0.04%
8,286
-20
302
$528K 0.04%
5,947
+450
303
$523K 0.04%
2,789
-79
304
$522K 0.04%
5,055
+1,743
305
$522K 0.04%
2,287
-31
306
$521K 0.04%
8,606
-2,019
307
$521K 0.04%
17,927
+377
308
$520K 0.04%
1,883
-17
309
$517K 0.04%
4,364
-180
310
$515K 0.04%
+6,334
311
$507K 0.04%
2,776
-283
312
$506K 0.04%
10,573
-1,239
313
$501K 0.04%
5,176
+72
314
$498K 0.04%
1,454
+124
315
$497K 0.04%
11,076
+200
316
$495K 0.04%
2,451
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317
$492K 0.04%
7,185
+2,409
318
$490K 0.04%
4,175
+139
319
$487K 0.04%
28,814
-5,011
320
$483K 0.04%
4,534
-3,260
321
$482K 0.04%
4,571
+928
322
$480K 0.04%
15,343
+12,150
323
$478K 0.04%
6,618
+448
324
$475K 0.04%
8,443
-1,637
325
$470K 0.04%
8,858
-117
11 12
13
14 15