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
501
$206K 0.02%
687
-35
502
$205K 0.02%
1,656
-1
503
$205K 0.02%
21,044
+1,100
504
$203K 0.02%
6,094
-5,207
505
$203K 0.02%
3,910
-15,800
506
$203K 0.02%
293
+89
507
$203K 0.02%
4,897
+1,010
508
$202K 0.02%
6,540
+4,263
509
$201K 0.02%
2,589
-48
510
$201K 0.02%
2,079
-39,622
511
$201K 0.02%
3,463
+78
512
$201K 0.02%
7,296
+6,682
513
$200K 0.02%
1,014
-50
514
$198K 0.02%
5,332
-2,747
515
$198K 0.02%
15,550
+360
516
$197K 0.02%
4,399
-721
517
$197K 0.02%
2,590
+105
518
$195K 0.02%
2,616
+2
519
$195K 0.02%
1,389
-410
520
$193K 0.02%
3,907
+12
521
$191K 0.02%
5,084
522
$189K 0.02%
854
+241
523
$187K 0.02%
621
-9
524
$186K 0.02%
4,564
+486
525
$185K 0.02%
2,990
-4
19 20
21
22 23