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
876
$49.8K ﹤0.01%
405
+3
877
$49.4K ﹤0.01%
490
878
$49.4K ﹤0.01%
682
-425
879
$49.3K ﹤0.01%
1,070
-82
880
$49.3K ﹤0.01%
1,141
881
$49.1K ﹤0.01%
677
882
$48.7K ﹤0.01%
761
+1
883
$48.4K ﹤0.01%
10,617
884
$48.4K ﹤0.01%
972
+162
885
$48.2K ﹤0.01%
378
+4
886
$47.9K ﹤0.01%
142
-22
887
$47.6K ﹤0.01%
693
+112
888
$47.6K ﹤0.01%
143
889
$47.5K ﹤0.01%
1,434
-1,090
890
$47.4K ﹤0.01%
1,114
891
$47.2K ﹤0.01%
883
+200
892
$47K ﹤0.01%
3,978
+182
893
$47K ﹤0.01%
1,260
-77
894
$46.9K ﹤0.01%
1,665
+486
895
$46.9K ﹤0.01%
719
896
$46.7K ﹤0.01%
272
897
$46.6K ﹤0.01%
860
+225
898
$46.6K ﹤0.01%
1,089
+27
899
$46.4K ﹤0.01%
395
-170
900
$46.4K ﹤0.01%
2,349
+479
34 35
36
37 38