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
726
$84.1K 0.01%
697
+313
727
$83.5K 0.01%
302
-48
728
$83.4K 0.01%
621
-99
729
$83.3K 0.01%
738
730
$82.6K 0.01%
466
-66
731
$82.4K 0.01%
7,150
-11,521
732
$81.9K 0.01%
437
+1
733
$81.8K 0.01%
1,051
-208
734
$81.6K 0.01%
951
+392
735
$81.1K 0.01%
1,667
736
$81K 0.01%
3,070
+100
737
$80.8K 0.01%
1,379
+532
738
$80.2K 0.01%
1,710
+409
739
$80K 0.01%
217
740
$79.9K 0.01%
756
-121
741
$79.6K 0.01%
2,505
-1,330
742
$79.1K 0.01%
4,061
+374
743
$78.5K 0.01%
618
+114
744
$77.6K 0.01%
3,143
-139
745
$77.6K 0.01%
3,632
-113
746
$76.7K 0.01%
3,716
-2,725
747
$76.6K 0.01%
858
+95
748
$76.2K 0.01%
825
749
$75.8K 0.01%
1,423
-606
750
$75.7K 0.01%
435
28 29
30
31 32