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
901
$46.2K ﹤0.01%
1,084
-271
902
$46K ﹤0.01%
1,976
-529
903
$45.7K ﹤0.01%
1,003
+40
904
$45.7K ﹤0.01%
1,195
905
$45K ﹤0.01%
218
+74
906
$44.9K ﹤0.01%
8,457
-156
907
$44.7K ﹤0.01%
571
+28
908
$44.4K ﹤0.01%
2,193
+563
909
$43.8K ﹤0.01%
+415
910
$43.6K ﹤0.01%
517
-311
911
$43.5K ﹤0.01%
+943
912
$43.4K ﹤0.01%
300
913
$43K ﹤0.01%
1,858
+22
914
$42.9K ﹤0.01%
570
915
$42.8K ﹤0.01%
407
-9
916
$42.7K ﹤0.01%
1,072
-23
917
$42.7K ﹤0.01%
204
+1
918
$42.7K ﹤0.01%
1,883
919
$42.3K ﹤0.01%
40
-5
920
$42.1K ﹤0.01%
394
921
$41.9K ﹤0.01%
4,300
-526
922
$41.7K ﹤0.01%
687
-319
923
$41.3K ﹤0.01%
+1,441
924
$41.2K ﹤0.01%
669
+3
925
$41.1K ﹤0.01%
831
35 36
37
38 39