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
501
$241K 0.02%
5,129
-613
502
$240K 0.02%
11,065
-10
503
$239K 0.02%
+14,765
504
$239K 0.02%
4,560
+650
505
$237K 0.02%
5,428
+384
506
$237K 0.02%
3,332
+278
507
$237K 0.02%
5,150
-15
508
$234K 0.02%
348
+154
509
$233K 0.02%
3,435
-964
510
$231K 0.02%
6,623
+529
511
$231K 0.02%
1,353
+423
512
$230K 0.02%
1,101
+754
513
$230K 0.02%
1,504
+886
514
$229K 0.02%
620
+20
515
$229K 0.02%
5,464
+900
516
$227K 0.02%
6,344
517
$227K 0.02%
342
+49
518
$226K 0.02%
5,010
+4
519
$224K 0.02%
715
+15
520
$219K 0.02%
1,326
-137
521
$218K 0.02%
5,668
+385
522
$218K 0.02%
7,065
+525
523
$218K 0.02%
782
524
$217K 0.02%
5,537
+10
525
$215K 0.02%
4,379
+2,712
19 20
21
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