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
601
$132K 0.01%
396
602
$131K 0.01%
2,064
603
$131K 0.01%
12,901
+87
604
$129K 0.01%
1,448
+217
605
$129K 0.01%
1,302
606
$128K 0.01%
1,154
+4
607
$128K 0.01%
1,687
-190
608
$128K 0.01%
4,800
609
$128K 0.01%
1,100
-74
610
$127K 0.01%
590
-30
611
$126K 0.01%
485
+184
612
$126K 0.01%
1,406
613
$126K 0.01%
3,372
+867
614
$125K 0.01%
1,100
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615
$125K 0.01%
+3,343
616
$125K 0.01%
1,400
617
$124K 0.01%
3,775
618
$124K 0.01%
673
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$124K 0.01%
1,302
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620
$123K 0.01%
62
-4
621
$123K 0.01%
4,733
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622
$123K 0.01%
3,220
-1,433
623
$122K 0.01%
360
-252
624
$122K 0.01%
175
+11
625
$122K 0.01%
962
+167
23 24
25
26 27