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
826
$59.3K 0.01%
6,221
-3,211
827
$59.3K 0.01%
349
828
$59.1K ﹤0.01%
1,378
829
$59.1K ﹤0.01%
364
-12
830
$59.1K ﹤0.01%
1,170
-332
831
$58.9K ﹤0.01%
566
+391
832
$58.7K ﹤0.01%
4,711
-493
833
$58.4K ﹤0.01%
2,284
+617
834
$57.8K ﹤0.01%
1,138
+182
835
$57.6K ﹤0.01%
1,238
+3
836
$57.5K ﹤0.01%
1,800
-3,067
837
$57.3K ﹤0.01%
1,621
838
$57.2K ﹤0.01%
1,590
-2,810
839
$56.5K ﹤0.01%
481
+29
840
$56.4K ﹤0.01%
184
-7
841
$56.1K ﹤0.01%
+583
842
$55.6K ﹤0.01%
78
-22
843
$55.4K ﹤0.01%
1,539
844
$55.2K ﹤0.01%
384
-9
845
$55.2K ﹤0.01%
1,482
-81
846
$55K ﹤0.01%
312
-11
847
$54.9K ﹤0.01%
538
+478
848
$54.7K ﹤0.01%
383
-9
849
$54.7K ﹤0.01%
535
850
$54.6K ﹤0.01%
1,267
32 33
34
35 36