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
576
$147K 0.01%
3,510
577
$145K 0.01%
342
-139
578
$145K 0.01%
3,542
-1,298
579
$144K 0.01%
1,416
580
$144K 0.01%
1,540
+380
581
$143K 0.01%
1,659
+121
582
$143K 0.01%
3,285
-1,056
583
$143K 0.01%
129
584
$142K 0.01%
2,850
585
$142K 0.01%
1,768
+1,336
586
$141K 0.01%
2,651
+911
587
$140K 0.01%
+2,810
588
$138K 0.01%
2,290
+8
589
$138K 0.01%
4,520
-400
590
$138K 0.01%
2,759
+168
591
$137K 0.01%
556
-153
592
$137K 0.01%
129
+33
593
$135K 0.01%
3,112
-555
594
$135K 0.01%
+4,500
595
$135K 0.01%
2,620
-1,573
596
$134K 0.01%
496
-5
597
$134K 0.01%
763
-10
598
$133K 0.01%
780
-20
599
$132K 0.01%
4,633
600
$132K 0.01%
2,991
-8,495
22 23
24
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