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
1026
$27.9K ﹤0.01%
+580
1027
$27.8K ﹤0.01%
2,090
+278
1028
$27.7K ﹤0.01%
850
-266
1029
$27.7K ﹤0.01%
226
-42
1030
$27.5K ﹤0.01%
3,399
-719
1031
$27.5K ﹤0.01%
877
-1,354
1032
$27.5K ﹤0.01%
425
1033
$27.4K ﹤0.01%
543
+6
1034
$27.3K ﹤0.01%
1,000
1035
$27.2K ﹤0.01%
408
-56
1036
$27.1K ﹤0.01%
419
-37
1037
$26.8K ﹤0.01%
1,136
1038
$26.7K ﹤0.01%
346
-11
1039
$26.7K ﹤0.01%
2,724
1040
$26.6K ﹤0.01%
600
1041
$26.4K ﹤0.01%
1,515
1042
$26.3K ﹤0.01%
1,500
1043
$26.3K ﹤0.01%
2,301
-541
1044
$25.9K ﹤0.01%
245
-190
1045
$25.8K ﹤0.01%
696
1046
$25.8K ﹤0.01%
471
+55
1047
$25.8K ﹤0.01%
650
1048
$25.7K ﹤0.01%
535
1049
$25.4K ﹤0.01%
213
1050
$25.3K ﹤0.01%
760
40 41
42
43 44