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
926
$40.9K ﹤0.01%
250
927
$40.8K ﹤0.01%
504
-199
928
$40.8K ﹤0.01%
405
-145
929
$40.7K ﹤0.01%
200
-5
930
$40.3K ﹤0.01%
1,538
-170
931
$40.2K ﹤0.01%
475
-25
932
$40.2K ﹤0.01%
1,135
+1,070
933
$40.2K ﹤0.01%
421
+57
934
$40.1K ﹤0.01%
1,260
935
$40.1K ﹤0.01%
2,466
-2,344
936
$39.9K ﹤0.01%
1,579
937
$39.7K ﹤0.01%
1,104
-35
938
$39.6K ﹤0.01%
1,739
+33
939
$39.5K ﹤0.01%
732
+3
940
$39.5K ﹤0.01%
1,000
941
$39.1K ﹤0.01%
217
+200
942
$38.8K ﹤0.01%
600
-706
943
$38.8K ﹤0.01%
2,500
+125
944
$38.7K ﹤0.01%
1,505
945
$38.6K ﹤0.01%
309
+2
946
$38.6K ﹤0.01%
345
947
$38.6K ﹤0.01%
225
948
$38.6K ﹤0.01%
1,570
-56
949
$38.5K ﹤0.01%
625
-82
950
$38.4K ﹤0.01%
1,422
-2,900
36 37
38
39 40