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
376
$435K 0.03%
7,254
-10,471
377
$433K 0.03%
3,961
+265
378
$433K 0.03%
12,808
-2,314
379
$431K 0.03%
2,527
+5
380
$431K 0.03%
12,895
+2,067
381
$429K 0.03%
3,941
-156
382
$429K 0.03%
16,160
+188
383
$425K 0.03%
1,376
+178
384
$425K 0.03%
3,433
+2,479
385
$423K 0.03%
7,173
+272
386
$422K 0.03%
1,558
+356
387
$422K 0.03%
26,062
+26,030
388
$419K 0.03%
13,985
389
$415K 0.03%
4,308
390
$409K 0.03%
11,095
-979
391
$405K 0.03%
10,150
+20
392
$400K 0.03%
6,235
+145
393
$400K 0.03%
3,811
+497
394
$398K 0.03%
2,049
-14
395
$397K 0.03%
10,955
+4,366
396
$395K 0.03%
32,509
+3,695
397
$394K 0.03%
9,721
398
$388K 0.03%
13,023
-450
399
$387K 0.03%
6,090
+420
400
$379K 0.03%
12,294
-5,633
14 15
16
17 18