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
426
$334K 0.02%
7,107
427
$334K 0.02%
4,235
+270
428
$333K 0.02%
5,146
+276
429
$332K 0.02%
6,808
+2,579
430
$331K 0.02%
11,304
+4,008
431
$330K 0.02%
5,605
+929
432
$328K 0.02%
11,957
-9,380
433
$324K 0.02%
13,952
+1,060
434
$323K 0.02%
1,635
+1
435
$320K 0.02%
4,209
+1,082
436
$317K 0.02%
4,298
+538
437
$316K 0.02%
3,801
-3
438
$315K 0.02%
7,102
+224
439
$314K 0.02%
5,331
+503
440
$309K 0.02%
6,147
-1,126
441
$309K 0.02%
6,739
-294
442
$308K 0.02%
1,690
-100
443
$307K 0.02%
6,569
+3,918
444
$307K 0.02%
+12,966
445
$307K 0.02%
3,127
+64
446
$306K 0.02%
2,017
+115
447
$306K 0.02%
704
+309
448
$305K 0.02%
6,432
-115
449
$303K 0.02%
2,294
-637
450
$303K 0.02%
5,223
-3,286
16 17
18
19 20