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
1126
$19.7K ﹤0.01%
300
1127
$19.7K ﹤0.01%
312
-11
1128
$19.6K ﹤0.01%
600
1129
$19.6K ﹤0.01%
549
-146
1130
$19.6K ﹤0.01%
999
1131
$19.6K ﹤0.01%
711
1132
$19.4K ﹤0.01%
800
-86
1133
$19.4K ﹤0.01%
200
-26
1134
$19.4K ﹤0.01%
125
1135
$19.3K ﹤0.01%
319
1136
$19.3K ﹤0.01%
+1,176
1137
$19.2K ﹤0.01%
+1,197
1138
$19.2K ﹤0.01%
251
-14
1139
$19.2K ﹤0.01%
93
-37
1140
$19.1K ﹤0.01%
222
+2
1141
$19.1K ﹤0.01%
1,117
-337
1142
$19.1K ﹤0.01%
231
+86
1143
$19.1K ﹤0.01%
1,800
+1,790
1144
$19.1K ﹤0.01%
204
+2
1145
$19K ﹤0.01%
890
+13
1146
$19K ﹤0.01%
269
-2
1147
$18.9K ﹤0.01%
828
+13
1148
$18.8K ﹤0.01%
892
-532
1149
$18.8K ﹤0.01%
754
+11
1150
$18.7K ﹤0.01%
220
-452
44 45
46
47 48