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
51
$5.41M 0.45%
108,263
+5,692
52
$5.32M 0.45%
13,259
+1,103
53
$5.09M 0.43%
9,788
-1,182
54
$5.04M 0.42%
26,609
-1,406
55
$5.02M 0.42%
218,614
-10,818
56
$4.92M 0.41%
10,852
-857
57
$4.8M 0.4%
97,004
-9,051
58
$4.79M 0.4%
97,668
+11,206
59
$4.72M 0.4%
5,154
-36
60
$4.58M 0.38%
79,037
+78,880
61
$4.46M 0.37%
174,595
+7,611
62
$4.38M 0.37%
149,909
+4,167
63
$4.16M 0.35%
15,766
+1,861
64
$4.11M 0.34%
32,240
+5,121
65
$4.02M 0.34%
20,346
-2,654
66
$4.01M 0.34%
132,711
+2,182
67
$3.99M 0.33%
123,701
-23,083
68
$3.99M 0.33%
78,427
-8,822
69
$3.91M 0.33%
36,728
-523
70
$3.85M 0.32%
7,927
-286
71
$3.85M 0.32%
102,946
-1,042
72
$3.75M 0.31%
7,423
-169
73
$3.71M 0.31%
156,826
-2,192
74
$3.7M 0.31%
200,176
+9,598
75
$3.69M 0.31%
15,934
-753
1 2
3
4 5