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
851
$54.4K ﹤0.01%
1,200
852
$54.2K ﹤0.01%
1,000
853
$54.2K ﹤0.01%
1,778
-159,798
854
$53.9K ﹤0.01%
1,537
-68
855
$53.8K ﹤0.01%
1,393
-1,011
856
$53.6K ﹤0.01%
+2,924
857
$53.2K ﹤0.01%
2,431
-200
858
$53.2K ﹤0.01%
290
-39
859
$52.8K ﹤0.01%
239
-50
860
$52.7K ﹤0.01%
318
861
$51.9K ﹤0.01%
394
+2
862
$51.9K ﹤0.01%
802
-573
863
$51.9K ﹤0.01%
1,200
864
$51.8K ﹤0.01%
309
-1
865
$51.8K ﹤0.01%
722
+146
866
$51.8K ﹤0.01%
2,000
867
$51.4K ﹤0.01%
516
+421
868
$51.3K ﹤0.01%
246
-9
869
$51.1K ﹤0.01%
303
+2
870
$50.5K ﹤0.01%
386
-142
871
$50.5K ﹤0.01%
950
872
$50.4K ﹤0.01%
1,000
-5,380
873
$50.2K ﹤0.01%
2,019
-1,418
874
$49.9K ﹤0.01%
705
+5
875
$49.8K ﹤0.01%
1,035
+8
33 34
35
36 37