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
951
$38.3K ﹤0.01%
300
952
$38.3K ﹤0.01%
207
-3,258
953
$38K ﹤0.01%
888
954
$37.9K ﹤0.01%
612
-8
955
$37.7K ﹤0.01%
1,007
956
$37.6K ﹤0.01%
550
957
$37.5K ﹤0.01%
242
958
$37K ﹤0.01%
540
+110
959
$36.8K ﹤0.01%
1,187
+6
960
$36.6K ﹤0.01%
2,609
+88
961
$36.1K ﹤0.01%
305
962
$36K ﹤0.01%
3,189
963
$35.9K ﹤0.01%
190
964
$35.9K ﹤0.01%
375
965
$35.8K ﹤0.01%
610
+1
966
$35.7K ﹤0.01%
167
-3
967
$35.7K ﹤0.01%
67
968
$35.5K ﹤0.01%
2,340
-100
969
$35.3K ﹤0.01%
+705
970
$35.3K ﹤0.01%
778
971
$35.3K ﹤0.01%
921
972
$35.2K ﹤0.01%
623
+2
973
$34.9K ﹤0.01%
495
974
$34.8K ﹤0.01%
250
975
$34.5K ﹤0.01%
319
-259
37 38
39
40 41