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
551
$165K 0.01%
2,833
-347
552
$164K 0.01%
1,244
-78
553
$164K 0.01%
775
-15
554
$162K 0.01%
1,163
-21
555
$162K 0.01%
5,699
-2,132
556
$162K 0.01%
1,977
-65
557
$160K 0.01%
5,772
+195
558
$159K 0.01%
678
-100
559
$159K 0.01%
3,201
-132
560
$158K 0.01%
688
-37
561
$157K 0.01%
272
562
$157K 0.01%
395
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563
$156K 0.01%
749
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564
$156K 0.01%
1,283
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565
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1,334
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566
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570
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571
$151K 0.01%
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572
$149K 0.01%
860
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573
$148K 0.01%
434
-11
574
$148K 0.01%
4,528
-818
575
$147K 0.01%
2,047
-108
21 22
23
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