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
326
$567K 0.04%
2,758
-18
327
$565K 0.04%
1,872
-11
328
$560K 0.04%
7,263
329
$559K 0.04%
2,412
-39
330
$556K 0.04%
6,898
+1,741
331
$556K 0.04%
5,822
+1,612
332
$556K 0.04%
5,935
-12
333
$554K 0.04%
5,822
+1,821
334
$548K 0.04%
6,078
+433
335
$545K 0.04%
2,308
+21
336
$545K 0.04%
2,226
-19
337
$545K 0.04%
20,341
338
$544K 0.04%
1,544
+90
339
$532K 0.04%
1,706
-92
340
$530K 0.04%
17,194
+36
341
$528K 0.04%
7,807
+224
342
$523K 0.04%
8,612
+6
343
$523K 0.04%
5,102
+92
344
$521K 0.04%
12,031
+1,052
345
$517K 0.04%
9,850
-2,084
346
$517K 0.04%
13,860
347
$513K 0.04%
5,086
+791
348
$508K 0.04%
6,937
+603
349
$503K 0.04%
49,092
+6,480
350
$497K 0.04%
2,053
-280
12 13
14
15 16