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
576
$177K 0.01%
5,334
+2
577
$177K 0.01%
1,767
-2,437
578
$177K 0.01%
5,699
579
$175K 0.01%
3,874
-33
580
$174K 0.01%
725
581
$174K 0.01%
5,739
+1,106
582
$173K 0.01%
1,275
+31
583
$173K 0.01%
5,073
+2,595
584
$172K 0.01%
3,425
+615
585
$171K 0.01%
1,177
+14
586
$170K 0.01%
634
+78
587
$170K 0.01%
1,955
-188
588
$170K 0.01%
2,273
+1,264
589
$170K 0.01%
2,900
+2,884
590
$169K 0.01%
291
+19
591
$169K 0.01%
3,900
-997
592
$169K 0.01%
1,941
-330
593
$168K 0.01%
661
+40
594
$167K 0.01%
1,341
+7
595
$166K 0.01%
2,313
-303
596
$163K 0.01%
1,000
597
$162K 0.01%
1,388
598
$161K 0.01%
487
-56
599
$161K 0.01%
680
+2
600
$161K 0.01%
3,670
+385
22 23
24
25 26