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
476
$233K 0.02%
1,509
-109
477
$232K 0.02%
6,833
+1,175
478
$229K 0.02%
4,243
-120
479
$228K 0.02%
6,344
-76
480
$227K 0.02%
543
-358
481
$227K 0.02%
9,550
-1,900
482
$222K 0.02%
5,283
-3,133
483
$219K 0.02%
1,739
-84
484
$218K 0.02%
1,448
+4
485
$218K 0.02%
1,335
-79
486
$217K 0.02%
3,998
487
$217K 0.02%
4,229
-95,330
488
$217K 0.02%
3,135
-34
489
$216K 0.02%
2,471
-9,481
490
$215K 0.02%
7,840
+122
491
$215K 0.02%
2,715
-195
492
$215K 0.02%
1,000
493
$214K 0.02%
6,793
+705
494
$211K 0.02%
5,044
-461
495
$211K 0.02%
5,100
496
$210K 0.02%
1,110
-7
497
$209K 0.02%
3,763
-552
498
$209K 0.02%
6,589
-1,450
499
$207K 0.02%
3,678
500
$207K 0.02%
3,127
-236
18 19
20
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