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
701
$93.4K 0.01%
919
-1,750
702
$93.3K 0.01%
416
+190
703
$93.3K 0.01%
3,125
704
$92.1K 0.01%
3,390
-18
705
$91.9K 0.01%
750
+15
706
$91.9K 0.01%
2,278
+11
707
$91.8K 0.01%
9,272
-4,936
708
$91.7K 0.01%
3,056
709
$91.3K 0.01%
404
-19
710
$91K 0.01%
+1,522
711
$90.3K 0.01%
3,010
712
$88.5K 0.01%
758
+243
713
$88.4K 0.01%
1,595
714
$88.4K 0.01%
170
+5
715
$87.7K 0.01%
1,737
+103
716
$87K 0.01%
631
+479
717
$86.8K 0.01%
779
+104
718
$85.8K 0.01%
3,580
+282
719
$85.8K 0.01%
2,333
+171
720
$85.8K 0.01%
2,481
-914
721
$85.3K 0.01%
677
-389
722
$85.3K 0.01%
1,477
-2
723
$84.5K 0.01%
5,486
+2,130
724
$84.4K 0.01%
347
725
$84.3K 0.01%
+1,331
27 28
29
30 31