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
51
$5.43M 0.4%
10,200
-652
52
$5.39M 0.4%
14,915
+1,656
53
$5.37M 0.4%
41,640
+9,400
54
$5.31M 0.39%
25,725
-3,220
55
$5.15M 0.38%
223,918
+5,304
56
$5.02M 0.37%
5,312
+158
57
$4.96M 0.37%
83,527
+4,490
58
$4.93M 0.37%
77,765
-2,461
59
$4.85M 0.36%
184,559
+9,964
60
$4.84M 0.36%
9,725
-63
61
$4.65M 0.35%
48,233
+43,057
62
$4.64M 0.34%
148,594
-1,315
63
$4.59M 0.34%
17,730
+1,964
64
$4.41M 0.33%
27,766
+693
65
$4.27M 0.32%
16,492
+2,399
66
$4.27M 0.32%
+463,894
67
$4.24M 0.32%
132,711
68
$4.2M 0.31%
27,144
+535
69
$4.14M 0.31%
98,323
+30,075
70
$4.07M 0.3%
49,765
+4,065
71
$4.03M 0.3%
203,849
+3,673
72
$4.02M 0.3%
82,383
-15,285
73
$4.01M 0.3%
101,498
+866
74
$3.97M 0.29%
109,330
+3,122
75
$3.94M 0.29%
77,260
-1,167
1 2
3
4 5