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
776
$70.1K 0.01%
2,500
777
$69.9K 0.01%
801
-14
778
$69.7K 0.01%
639
779
$69.5K 0.01%
2,680
+959
780
$69.1K 0.01%
3,142
-55
781
$69K 0.01%
11,029
-18,480
782
$68.7K 0.01%
480
783
$68.7K 0.01%
367
+58
784
$68K 0.01%
15,352
+100
785
$68K 0.01%
2,897
+447
786
$67.5K 0.01%
1,101
787
$67.3K 0.01%
2,444
788
$67.3K 0.01%
1,832
-8
789
$66.8K 0.01%
1,386
-32
790
$66.8K 0.01%
1,300
-100
791
$66.7K 0.01%
2,038
+168
792
$66.7K 0.01%
1,349
-451
793
$66.3K 0.01%
745
+1
794
$66.3K 0.01%
428
+3
795
$66.1K 0.01%
2,438
+32
796
$65.9K 0.01%
1,929
+52
797
$65.6K 0.01%
818
-15
798
$65.2K 0.01%
+2,803
799
$64.9K 0.01%
2,605
-203
800
$64.9K 0.01%
1,685
30 31
32
33 34