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
$1.35B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,243
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$6.66M
3
+$6.46M
4
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$5.86M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.17M

Top Sells

1
+$1.65M
2
+$1.56M
3
+$938K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$847K
5
CSX icon
CSX Corp
CSX
+$826K

Sector Composition

1 Technology 7.12%
2 Financials 4.59%
3 Industrials 3.67%
4 Healthcare 3.46%
5 Consumer Discretionary 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.9M 0.29%
14,692
-755
77
$3.89M 0.29%
26,235
+25,807
78
$3.82M 0.28%
121,834
+29,241
79
$3.62M 0.27%
101,335
-1,611
80
$3.61M 0.27%
43,082
-1,725
81
$3.6M 0.27%
24,687
-1,154
82
$3.57M 0.26%
35,892
+936
83
$3.55M 0.26%
7,949
+22
84
$3.42M 0.25%
66,065
+33,811
85
$3.41M 0.25%
17,013
+790
86
$3.39M 0.25%
34,132
+4,375
87
$3.34M 0.25%
29,786
-935
88
$3.34M 0.25%
20,101
-245
89
$3.21M 0.24%
21,879
+5,336
90
$3.17M 0.24%
14,297
+781
91
$3.17M 0.24%
18,349
+433
92
$3.13M 0.23%
20,051
+1,343
93
$3.03M 0.22%
60,576
+2,919
94
$3.01M 0.22%
5,881
-523
95
$2.99M 0.22%
+33,650
96
$2.96M 0.22%
6,362
-395
97
$2.88M 0.21%
46,301
-194
98
$2.85M 0.21%
20,388
+435
99
$2.82M 0.21%
127,260
+124,829
100
$2.81M 0.21%
95,622
-28,079
2 3
4
5 6