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
801
$64.8K 0.01%
+1,462
802
$64.4K 0.01%
1,945
803
$64K 0.01%
+600
804
$64K 0.01%
2,715
805
$63.8K 0.01%
5,490
-4,090
806
$63.4K 0.01%
275
-6
807
$63.4K 0.01%
832
+49
808
$63K 0.01%
234
-3
809
$62.8K 0.01%
2,444
810
$62.6K 0.01%
1,723
-88
811
$62.5K 0.01%
1,600
812
$62.4K 0.01%
404
-10
813
$62K 0.01%
2,185
-115
814
$61.5K 0.01%
478
-4
815
$61.4K 0.01%
1,006
816
$61.3K 0.01%
1,057
817
$60.8K 0.01%
2,300
818
$60.7K 0.01%
820
-84
819
$60.7K 0.01%
817
-36
820
$60.7K 0.01%
718
-29
821
$60.6K 0.01%
1,630
822
$60.1K 0.01%
2,211
-7
823
$59.8K 0.01%
105
+15
824
$59.6K 0.01%
166
-28
825
$59.5K 0.01%
678
-89
31 32
33
34 35