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
651
$130K 0.01%
2,620
652
$129K 0.01%
2,644
-206
653
$129K 0.01%
4,160
+535
654
$127K 0.01%
1,545
+827
655
$127K 0.01%
448
-58
656
$126K 0.01%
1,120
-34
657
$126K 0.01%
4,800
658
$126K 0.01%
660
+50
659
$125K 0.01%
814
+137
660
$124K 0.01%
156
+27
661
$124K 0.01%
266
+10
662
$124K 0.01%
5,333
+559
663
$123K 0.01%
1,997
+341
664
$123K 0.01%
351
-22
665
$123K 0.01%
1,942
-6
666
$122K 0.01%
+1,480
667
$121K 0.01%
3,775
668
$121K 0.01%
2,351
-6,092
669
$121K 0.01%
4,651
-82
670
$121K 0.01%
397
+1
671
$121K 0.01%
1,304
+2
672
$121K 0.01%
1,663
+172
673
$120K 0.01%
2,376
+953
674
$120K 0.01%
11,930
+2,658
675
$119K 0.01%
3,453
25 26
27
28 29