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
401
$375K 0.03%
5,523
+646
402
$372K 0.03%
7,674
+4,099
403
$372K 0.03%
2,179
+704
404
$372K 0.03%
886
405
$371K 0.03%
7,455
+2,651
406
$368K 0.03%
1,453
-26
407
$359K 0.03%
652
408
$358K 0.03%
4,213
+237
409
$356K 0.03%
10,570
+946
410
$355K 0.03%
8,419
-2,154
411
$354K 0.03%
5,750
-630
412
$351K 0.03%
3,732
+4
413
$351K 0.03%
20,355
+15,078
414
$349K 0.03%
12,656
+715
415
$345K 0.03%
788
-29
416
$344K 0.03%
2,444
-310
417
$343K 0.03%
9,436
+36
418
$341K 0.03%
5,413
-283
419
$338K 0.03%
2,208
+28
420
$338K 0.03%
5,949
-3,360
421
$337K 0.03%
10,064
+372
422
$337K 0.03%
4,507
-121
423
$336K 0.03%
1,454
+279
424
$335K 0.02%
7,288
+455
425
$335K 0.02%
47,479
+3,939
15 16
17
18 19