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
76
$3.69M 0.31%
106,208
+11,913
77
$3.65M 0.31%
100,632
-2,863
78
$3.59M 0.3%
15,447
-860
79
$3.56M 0.3%
18,708
-1,014
80
$3.55M 0.3%
25,841
+1,316
81
$3.46M 0.29%
45,700
+13,039
82
$3.44M 0.29%
44,807
-3,903
83
$3.42M 0.29%
34,956
+2,948
84
$3.26M 0.27%
27,073
-2,059
85
$3.25M 0.27%
13,516
+902
86
$3.11M 0.26%
10,798
+584
87
$3.04M 0.25%
92,593
+27,345
88
$3.03M 0.25%
17,916
-1,178
89
$3.01M 0.25%
6,404
-349
90
$3M 0.25%
15,157
-20
91
$2.99M 0.25%
29,757
+2,784
92
$2.87M 0.24%
57,657
-11,906
93
$2.84M 0.24%
30,721
-336
94
$2.83M 0.24%
6,757
-344
95
$2.82M 0.24%
68,248
+22,656
96
$2.76M 0.23%
34,990
-91
97
$2.74M 0.23%
46,495
+4,209
98
$2.71M 0.23%
16,223
+283
99
$2.7M 0.23%
16,132
-1,748
100
$2.7M 0.23%
60,255
-1,313
2 3
4
5 6