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
651
$111K 0.01%
1,500
-2,484
652
$111K 0.01%
3,206
+123
653
$111K 0.01%
194
-26
654
$110K 0.01%
1,491
-341
655
$110K 0.01%
520
656
$110K 0.01%
1,916
-82
657
$110K 0.01%
1,510
+310
658
$110K 0.01%
2,268
659
$109K 0.01%
3,010
+4
660
$109K 0.01%
22
-2
661
$109K 0.01%
3,070
662
$108K 0.01%
2,827
+178
663
$108K 0.01%
4,774
-137,658
664
$108K 0.01%
4,717
-365
665
$107K 0.01%
452
-98
666
$107K 0.01%
1,183
-1,252
667
$107K 0.01%
818
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668
$107K 0.01%
3,660
669
$106K 0.01%
1,948
-250
670
$106K 0.01%
1,346
+616
671
$105K 0.01%
2,289
672
$105K 0.01%
1,090
+8
673
$105K 0.01%
216
-18
674
$104K 0.01%
954
-1,347
675
$104K 0.01%
3,756
25 26
27
28 29