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
601
$160K 0.01%
2,884
-579
602
$160K 0.01%
919
+1
603
$159K 0.01%
1,679
-100
604
$158K 0.01%
1,970
-7
605
$157K 0.01%
4,123
-2,650
606
$157K 0.01%
7,594
+3,878
607
$153K 0.01%
838
+75
608
$152K 0.01%
1,850
+310
609
$152K 0.01%
5,791
+19
610
$151K 0.01%
4,311
-217
611
$150K 0.01%
3,438
+880
612
$149K 0.01%
812
-42
613
$149K 0.01%
468
+34
614
$147K 0.01%
3,537
+3,227
615
$146K 0.01%
2,921
+162
616
$146K 0.01%
3,542
617
$146K 0.01%
1,137
+387
618
$146K 0.01%
710
+22
619
$145K 0.01%
713
-397
620
$145K 0.01%
544
+92
621
$145K 0.01%
1,447
-1
622
$145K 0.01%
2,064
623
$144K 0.01%
5,570
+970
624
$144K 0.01%
1,400
625
$144K 0.01%
2,791
-1,720
23 24
25
26 27