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
1076
$23.3K ﹤0.01%
239
+231
1077
$23.2K ﹤0.01%
714
+39
1078
$23.2K ﹤0.01%
404
-63
1079
$23.1K ﹤0.01%
1,056
+23
1080
$23.1K ﹤0.01%
629
+595
1081
$23.1K ﹤0.01%
8,783
1082
$22.9K ﹤0.01%
190
1083
$22.8K ﹤0.01%
206
+1
1084
$22.8K ﹤0.01%
316
1085
$22.8K ﹤0.01%
929
1086
$22.6K ﹤0.01%
900
1087
$22.6K ﹤0.01%
957
1088
$22.5K ﹤0.01%
121
-41
1089
$22.5K ﹤0.01%
127
-6
1090
$22.4K ﹤0.01%
1,885
1091
$22.3K ﹤0.01%
48
-11
1092
$22.2K ﹤0.01%
801
-3,406
1093
$22.1K ﹤0.01%
254
-12
1094
$21.6K ﹤0.01%
280
1095
$21.6K ﹤0.01%
784
-775
1096
$21.4K ﹤0.01%
600
1097
$21.2K ﹤0.01%
1,152
+729
1098
$21.2K ﹤0.01%
828
-6,022
1099
$21.2K ﹤0.01%
123
-53
1100
$21.1K ﹤0.01%
1,724
42 43
44
45 46