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
976
$34.3K ﹤0.01%
368
-1,178
977
$34.2K ﹤0.01%
133
-68
978
$34.1K ﹤0.01%
109
+1
979
$34K ﹤0.01%
435
980
$33.9K ﹤0.01%
1,100
981
$33.8K ﹤0.01%
903
-332
982
$33.8K ﹤0.01%
421
-37
983
$33.8K ﹤0.01%
29,631
+22,093
984
$33.8K ﹤0.01%
180
-1
985
$33.8K ﹤0.01%
347
+20
986
$33.8K ﹤0.01%
946
987
$33.6K ﹤0.01%
521
+50
988
$33.6K ﹤0.01%
1,453
+272
989
$33.5K ﹤0.01%
393
+4
990
$33.1K ﹤0.01%
978
991
$33K ﹤0.01%
2,500
992
$32.8K ﹤0.01%
671
-6
993
$32.6K ﹤0.01%
800
994
$32.6K ﹤0.01%
700
995
$32.5K ﹤0.01%
295
-40
996
$32.5K ﹤0.01%
1,350
997
$32.2K ﹤0.01%
900
998
$32.1K ﹤0.01%
584
999
$32K ﹤0.01%
1,099
+952
1000
$32K ﹤0.01%
229
-62
38 39
40
41 42