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
401
$318K 0.03%
2,578
+167
402
$318K 0.03%
5,165
403
$318K 0.03%
11,941
+81
404
$317K 0.03%
2,180
-36
405
$316K 0.03%
21,446
-28,233
406
$314K 0.03%
1,933
-1,343
407
$314K 0.03%
4,693
-1,575
408
$313K 0.03%
1,902
+10
409
$312K 0.03%
36,479
+237
410
$309K 0.03%
3,965
-195
411
$306K 0.03%
5,742
-522
412
$305K 0.03%
5,444
-24
413
$305K 0.03%
5,006
+1
414
$305K 0.03%
3,760
+3,164
415
$304K 0.03%
6,547
-1,354
416
$304K 0.03%
3,019
+1,531
417
$300K 0.03%
12,892
+1,625
418
$299K 0.03%
2,401
-644
419
$298K 0.02%
1,790
+90
420
$297K 0.02%
43,540
421
$296K 0.02%
2,724
-138
422
$292K 0.02%
6,878
-157
423
$292K 0.02%
652
-6
424
$291K 0.02%
3,377
+122
425
$291K 0.02%
670
-9
15 16
17
18 19