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
751
$75.7K 0.01%
409
-8
752
$75.6K 0.01%
3,892
+214
753
$75.4K 0.01%
3,474
754
$75.2K 0.01%
1,464
+461
755
$75.1K 0.01%
1,355
-31,863
756
$74.9K 0.01%
3,368
+57
757
$74.3K 0.01%
+2,825
758
$74.1K 0.01%
+2,715
759
$74K 0.01%
972
+3
760
$74K 0.01%
987
-120
761
$73.7K 0.01%
1,463
+66
762
$73.3K 0.01%
943
763
$73.2K 0.01%
779
764
$73K 0.01%
347
-55
765
$72.9K 0.01%
392
-10
766
$72.8K 0.01%
365
-17
767
$72K 0.01%
1,229
+729
768
$71.6K 0.01%
1,250
769
$71.6K 0.01%
2,213
+1,826
770
$71.5K 0.01%
3,550
+3,500
771
$71.1K 0.01%
1,933
-2,096
772
$70.7K 0.01%
1,009
-956
773
$70.4K 0.01%
3,862
+2,265
774
$70.3K 0.01%
235
775
$70.1K 0.01%
902
+1
29 30
31
32 33