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
1051
$25.3K ﹤0.01%
2,625
1052
$25.3K ﹤0.01%
+676
1053
$25.1K ﹤0.01%
407
-33
1054
$25K ﹤0.01%
560
1055
$24.8K ﹤0.01%
320
-743
1056
$24.7K ﹤0.01%
490
1057
$24.5K ﹤0.01%
553
-277
1058
$24.5K ﹤0.01%
1,643
-69
1059
$24.4K ﹤0.01%
1,101
+1
1060
$24.4K ﹤0.01%
603
-9
1061
$24.3K ﹤0.01%
286
-35
1062
$24.3K ﹤0.01%
+450
1063
$24.1K ﹤0.01%
2,733
1064
$24K ﹤0.01%
1,500
1065
$23.9K ﹤0.01%
269
-18
1066
$23.8K ﹤0.01%
1,117
-3,180
1067
$23.7K ﹤0.01%
1,370
1068
$23.7K ﹤0.01%
679
-484
1069
$23.7K ﹤0.01%
220
+7
1070
$23.7K ﹤0.01%
606
1071
$23.6K ﹤0.01%
459
+124
1072
$23.6K ﹤0.01%
279
1073
$23.4K ﹤0.01%
506
-89,861
1074
$23.4K ﹤0.01%
123
1075
$23.4K ﹤0.01%
79
-30
41 42
43
44 45