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
626
$142K 0.01%
881
+21
627
$142K 0.01%
1,148
+48
628
$141K 0.01%
2,219
+1,532
629
$140K 0.01%
874
630
$140K 0.01%
4,500
631
$139K 0.01%
524
+520
632
$139K 0.01%
1,321
+640
633
$138K 0.01%
140
+100
634
$138K 0.01%
1,415
-1
635
$137K 0.01%
3,582
+239
636
$136K 0.01%
1,497
-8
637
$136K 0.01%
13,456
+555
638
$136K 0.01%
3,973
+3,741
639
$136K 0.01%
1,343
+605
640
$136K 0.01%
1,490
-981
641
$135K 0.01%
1,859
+91
642
$135K 0.01%
1,229
-510
643
$134K 0.01%
366
-304
644
$134K 0.01%
1,568
+52
645
$133K 0.01%
2,296
+6
646
$133K 0.01%
1,702
+237
647
$132K 0.01%
584
-1
648
$132K 0.01%
5,513
+4,060
649
$131K 0.01%
12,240
650
$130K 0.01%
6,408
+3,583
24 25
26
27 28