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
26
$9.86M 0.82%
265,134
+54,734
27
$9.82M 0.82%
18,228
+2,039
28
$9.63M 0.81%
106,488
+31,275
29
$9.57M 0.8%
257,796
+95,358
30
$9.52M 0.8%
88,476
-1,938
31
$9.28M 0.78%
192,952
+28,840
32
$8.82M 0.74%
15,067
+78
33
$8.64M 0.72%
125,382
-862,883
34
$8.57M 0.72%
278,536
+11,137
35
$8.13M 0.68%
37,035
+348
36
$7.58M 0.63%
71,519
+14,309
37
$6.91M 0.58%
28,846
-773
38
$6.88M 0.58%
32,676
+1,113
39
$6.73M 0.56%
28,945
+2,412
40
$6.56M 0.55%
114,094
+28,478
41
$6.29M 0.53%
229,604
+32,333
42
$5.99M 0.5%
169,848
+21,486
43
$5.99M 0.5%
161,323
+13,904
44
$5.98M 0.5%
90,407
+5,518
45
$5.79M 0.48%
102,525
+8,908
46
$5.71M 0.48%
124,182
+8,600
47
$5.69M 0.48%
14,093
-6,220
48
$5.62M 0.47%
60,646
+5,044
49
$5.55M 0.46%
49,101
-3,908
50
$5.48M 0.46%
80,226
-7,322
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