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
26
$13M 0.97%
393,164
+13,185
27
$12.3M 0.92%
133,355
+26,867
28
$10.9M 0.81%
21,210
+2,982
29
$10.5M 0.78%
22,429
+1,279
30
$10.4M 0.78%
87,866
-610
31
$9.96M 0.74%
151,429
+26,047
32
$9.25M 0.69%
199,509
+6,557
33
$9.01M 0.67%
15,629
+562
34
$8.75M 0.65%
153,180
+39,086
35
$8.29M 0.62%
294,386
+15,850
36
$7.75M 0.58%
249,941
+20,337
37
$7.71M 0.57%
79,919
+8,400
38
$7.45M 0.55%
39,154
+2,119
39
$7.35M 0.55%
206,095
+36,247
40
$6.78M 0.5%
144,503
+20,321
41
$6.61M 0.49%
26,954
-1,892
42
$6.53M 0.48%
33,815
+1,139
43
$6.5M 0.48%
163,668
+2,345
44
$6.35M 0.47%
91,025
+618
45
$6.04M 0.45%
45,543
-3,558
46
$5.94M 0.44%
11,340
+3,917
47
$5.89M 0.44%
107,570
+5,045
48
$5.75M 0.43%
97,479
+475
49
$5.49M 0.41%
110,610
+2,347
50
$5.45M 0.4%
61,953
+1,307
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