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
551
$195K 0.01%
1,611
+548
552
$194K 0.01%
+2,075
553
$194K 0.01%
1,314
-1,087
554
$192K 0.01%
5,075
+1,855
555
$190K 0.01%
1,445
-410
556
$188K 0.01%
1,004
-10
557
$188K 0.01%
2,564
+675
558
$188K 0.01%
1,808
+1,292
559
$187K 0.01%
18,732
+60
560
$187K 0.01%
10,466
+1,500
561
$185K 0.01%
19,862
-16,617
562
$185K 0.01%
619
+8
563
$185K 0.01%
5,908
+398
564
$185K 0.01%
2,230
565
$185K 0.01%
1,263
-246
566
$184K 0.01%
5,670
+1,150
567
$183K 0.01%
+3,680
568
$183K 0.01%
709
-182
569
$182K 0.01%
3,012
-123
570
$181K 0.01%
1,397
+114
571
$180K 0.01%
136
+7
572
$180K 0.01%
2,953
-14
573
$179K 0.01%
3,051
+218
574
$179K 0.01%
750
+140
575
$178K 0.01%
289
+13
21 22
23
24 25