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
451
$259K 0.02%
4,793
-360
452
$258K 0.02%
1,463
-32
453
$255K 0.02%
891
-247
454
$254K 0.02%
10,033
+9,782
455
$252K 0.02%
1,175
-5
456
$251K 0.02%
11,732
457
$248K 0.02%
2,931
+1,460
458
$247K 0.02%
5,422
+1,263
459
$247K 0.02%
974
-178
460
$246K 0.02%
4,341
-1,876
461
$246K 0.02%
1,855
+550
462
$245K 0.02%
4,676
-71,100
463
$244K 0.02%
700
-4
464
$243K 0.02%
660
-6
465
$240K 0.02%
2,791
+554
466
$240K 0.02%
385
467
$239K 0.02%
716
-7
468
$238K 0.02%
+4,804
469
$238K 0.02%
1,119
-13
470
$237K 0.02%
+5,633
471
$236K 0.02%
+4,030
472
$235K 0.02%
5,435
-9,414
473
$234K 0.02%
11,100
+668
474
$234K 0.02%
5,527
-1,603
475
$233K 0.02%
4,511
-13,464
17 18
19
20 21