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
526
$185K 0.02%
872
-885
527
$183K 0.02%
611
-418
528
$182K 0.02%
+5,259
529
$180K 0.02%
725
+2
530
$180K 0.02%
2,143
-714
531
$179K 0.02%
3,054
-53
532
$178K 0.01%
2,230
533
$177K 0.01%
4,988
-1,065
534
$177K 0.01%
1,347
-20
535
$176K 0.01%
782
-23
536
$175K 0.01%
5,577
+14
537
$174K 0.01%
464
538
$174K 0.01%
276
-49
539
$173K 0.01%
1,505
-48
540
$173K 0.01%
2,967
-502
541
$173K 0.01%
5,510
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542
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610
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544
$169K 0.01%
3,575
+3,370
545
$169K 0.01%
930
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546
$168K 0.01%
12,240
-54
547
$167K 0.01%
638
-12
548
$166K 0.01%
5,277
+212
549
$166K 0.01%
18,672
+132
550
$165K 0.01%
2,271
-512
20 21
22
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