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
376
$364K 0.03%
+6,380
377
$363K 0.03%
11,057
+1,927
378
$363K 0.03%
9,400
-67
379
$359K 0.03%
1,634
380
$359K 0.03%
+5,670
381
$358K 0.03%
2,021
+710
382
$354K 0.03%
3,728
-7
383
$353K 0.03%
4,628
-506
384
$351K 0.03%
3,976
+144
385
$347K 0.03%
9,692
+3,169
386
$347K 0.03%
1,202
-22
387
$347K 0.03%
1,479
-24
388
$344K 0.03%
3,804
+104
389
$341K 0.03%
3,696
+133
390
$337K 0.03%
13,473
+196
391
$334K 0.03%
7,033
-829
392
$332K 0.03%
2,009
+1,771
393
$329K 0.03%
3,314
-280
394
$327K 0.03%
7,107
+4,682
395
$325K 0.03%
18,061
-14,467
396
$324K 0.03%
5,696
-13
397
$323K 0.03%
2,388
-54
398
$322K 0.03%
2,180
+1,759
399
$319K 0.03%
4,102
-11,050
400
$319K 0.03%
9,624
+1,690
14 15
16
17 18