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
426
$291K 0.02%
4,877
+934
427
$291K 0.02%
993
-88
428
$289K 0.02%
1,763
-14
429
$287K 0.02%
4,918
-1,176
430
$285K 0.02%
2,491
-29
431
$284K 0.02%
769
+50
432
$282K 0.02%
1,663
-168
433
$280K 0.02%
11,678
-3,162
434
$280K 0.02%
3,063
-321
435
$278K 0.02%
2,301
+146
436
$277K 0.02%
3,407
437
$276K 0.02%
2,041
-3,927
438
$275K 0.02%
1,295
-109
439
$274K 0.02%
4,828
-514
440
$273K 0.02%
1,078
-628
441
$273K 0.02%
569
-9
442
$272K 0.02%
600
-6
443
$267K 0.02%
8,966
444
$267K 0.02%
2,138
-121
445
$266K 0.02%
6,773
446
$265K 0.02%
4,870
-846
447
$263K 0.02%
1,475
-32,804
448
$261K 0.02%
+6,750
449
$260K 0.02%
11,075
-302
450
$260K 0.02%
4,590
-509
16 17
18
19 20