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
351
$414K 0.03%
4,001
+203
352
$413K 0.03%
15,972
353
$412K 0.03%
1,198
+55
354
$409K 0.03%
14,607
-1,645
355
$409K 0.03%
8,956
+530
356
$407K 0.03%
10,130
-552
357
$407K 0.03%
4,308
-52
358
$406K 0.03%
4,760
+377
359
$404K 0.03%
2,063
+416
360
$404K 0.03%
9,721
361
$403K 0.03%
773
-50
362
$394K 0.03%
5,010
-135
363
$392K 0.03%
12,171
+201
364
$389K 0.03%
3,525
-405
365
$389K 0.03%
2,754
-305
366
$386K 0.03%
1,359
+1,006
367
$385K 0.03%
4,097
+1,530
368
$385K 0.03%
6,090
+207
369
$384K 0.03%
4,295
-827
370
$383K 0.03%
789
-31
371
$381K 0.03%
3,802
372
$379K 0.03%
10,828
+4,295
373
$378K 0.03%
817
-134
374
$377K 0.03%
886
375
$371K 0.03%
16,739
-846
13 14
15
16 17