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
676
$104K 0.01%
1,465
+169
677
$104K 0.01%
1,385
-1,044
678
$103K 0.01%
3,200
679
$103K 0.01%
862
680
$102K 0.01%
2,000
681
$102K 0.01%
914
-5
682
$102K 0.01%
1,365
-260
683
$102K 0.01%
1,720
-242
684
$101K 0.01%
5,720
-830
685
$101K 0.01%
3,293
+19
686
$101K 0.01%
3,306
687
$100K 0.01%
4,991
+966
688
$99.8K 0.01%
1,656
+5
689
$99K 0.01%
352
-10
690
$98.7K 0.01%
4,477
-200
691
$97.9K 0.01%
+2,828
692
$97.5K 0.01%
2,478
+1,181
693
$97.3K 0.01%
333
694
$96.1K 0.01%
507
-10
695
$95.4K 0.01%
3,625
+365
696
$94.7K 0.01%
1,303
-45
697
$94.3K 0.01%
1,073
+2
698
$94.1K 0.01%
3,135
+2,335
699
$93.6K 0.01%
2,932
700
$93.5K 0.01%
2,469
-413
26 27
28
29 30