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
451
$300K 0.02%
2,594
+414
452
$299K 0.02%
980
-13
453
$298K 0.02%
3,055
+331
454
$297K 0.02%
2,389
+1
455
$295K 0.02%
3,475
+98
456
$294K 0.02%
4,876
-42
457
$293K 0.02%
4,496
-264
458
$290K 0.02%
2,717
+139
459
$289K 0.02%
6,263
+841
460
$288K 0.02%
2,106
+97
461
$288K 0.02%
2,491
462
$287K 0.02%
21,044
463
$285K 0.02%
656
-4
464
$285K 0.02%
6,846
+3,474
465
$284K 0.02%
3,663
-15
466
$284K 0.02%
+7,563
467
$284K 0.02%
2,742
-277
468
$283K 0.02%
2,321
+20
469
$283K 0.02%
2,105
+1,287
470
$282K 0.02%
889
+173
471
$282K 0.02%
4,723
+4,673
472
$279K 0.02%
4,690
+100
473
$278K 0.02%
11,661
-17
474
$277K 0.02%
802
+115
475
$277K 0.02%
1,906
-27
17 18
19
20 21