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
301
$647K 0.05%
5,174
-134
302
$642K 0.05%
1,949
-399
303
$642K 0.05%
20,720
+5,377
304
$635K 0.05%
1,283
+510
305
$631K 0.05%
3,661
+192
306
$624K 0.05%
6,107
-1,265
307
$623K 0.05%
5,340
+564
308
$621K 0.05%
23,618
+1,295
309
$620K 0.05%
13,755
+4,799
310
$617K 0.05%
9,409
+20
311
$615K 0.05%
6,233
-193
312
$614K 0.05%
1,125
+370
313
$610K 0.05%
2,422
-42
314
$607K 0.05%
12,703
+1,004
315
$603K 0.04%
9,756
+46
316
$602K 0.04%
12,082
-2,200
317
$601K 0.04%
15,465
-1,168
318
$601K 0.04%
6,699
+663
319
$595K 0.04%
629
+4
320
$589K 0.04%
10,231
+889
321
$588K 0.04%
1,927
+68
322
$582K 0.04%
25,621
-6,541
323
$581K 0.04%
21,114
+181
324
$574K 0.04%
7,976
+977
325
$570K 0.04%
2,013
+493
11 12
13
14 15