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
1101
$21.1K ﹤0.01%
2,088
-225
1102
$21.1K ﹤0.01%
586
+13
1103
$20.9K ﹤0.01%
153
-49
1104
$20.9K ﹤0.01%
61
-31
1105
$20.8K ﹤0.01%
191
+43
1106
$20.8K ﹤0.01%
272
-149
1107
$20.7K ﹤0.01%
1,045
+486
1108
$20.7K ﹤0.01%
300
1109
$20.7K ﹤0.01%
707
+41
1110
$20.6K ﹤0.01%
244
-1,500
1111
$20.5K ﹤0.01%
358
-137
1112
$20.5K ﹤0.01%
482
+3
1113
$20.4K ﹤0.01%
443
1114
$20.4K ﹤0.01%
306
-23
1115
$20.3K ﹤0.01%
400
1116
$20.3K ﹤0.01%
152
+118
1117
$20.2K ﹤0.01%
1,034
+144
1118
$20.2K ﹤0.01%
+1,707
1119
$20.1K ﹤0.01%
87
-5
1120
$20K ﹤0.01%
498
1121
$20K ﹤0.01%
780
1122
$19.9K ﹤0.01%
164
-345
1123
$19.9K ﹤0.01%
647
-248
1124
$19.8K ﹤0.01%
21
-7
1125
$19.8K ﹤0.01%
33
-14
43 44
45
46 47