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
526
$215K 0.02%
6,993
+200
527
$214K 0.02%
+6,236
528
$214K 0.02%
1,250
-413
529
$213K 0.02%
2,129
+50
530
$213K 0.02%
+5,735
531
$213K 0.02%
1,940
+284
532
$212K 0.02%
1,375
-14
533
$212K 0.02%
3,998
534
$211K 0.02%
12,503
-5,558
535
$211K 0.02%
9,823
-1,277
536
$211K 0.02%
2,581
-9
537
$211K 0.02%
4,431
+90
538
$210K 0.02%
+3,385
539
$209K 0.02%
5,100
540
$207K 0.02%
+2,262
541
$207K 0.02%
+21,219
542
$206K 0.02%
+1,873
543
$205K 0.02%
3,984
+221
544
$203K 0.02%
12,938
-8,508
545
$203K 0.02%
2,992
+2
546
$201K 0.01%
9,601
-16,840
547
$201K 0.01%
5,890
+313
548
$200K 0.01%
8,500
+7,400
549
$197K 0.01%
750
+112
550
$196K 0.01%
803
-69
20 21
22
23 24