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
626
$121K 0.01%
506
-50
627
$121K 0.01%
256
-28
628
$121K 0.01%
3,453
629
$121K 0.01%
1,343
630
$120K 0.01%
585
-11
631
$119K 0.01%
1,063
+2
632
$119K 0.01%
64,769
+4,563
633
$118K 0.01%
1,800
634
$118K 0.01%
17,778
-6,759
635
$118K 0.01%
1,889
-95
636
$118K 0.01%
4,600
637
$118K 0.01%
610
+15
638
$118K 0.01%
2,912
+146
639
$118K 0.01%
10,085
+4,950
640
$117K 0.01%
1,149
641
$117K 0.01%
319
642
$117K 0.01%
1,035
-97
643
$115K 0.01%
691
-15
644
$115K 0.01%
+2,288
645
$115K 0.01%
1,516
-68
646
$112K 0.01%
1,086
-498
647
$112K 0.01%
2,822
+8
648
$112K 0.01%
4,020
649
$111K 0.01%
954
-197
650
$111K 0.01%
681
+201
24 25
26
27 28