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
1151
$18.6K ﹤0.01%
784
1152
$18.6K ﹤0.01%
407
-40
1153
$18.5K ﹤0.01%
773
+11
1154
$18.5K ﹤0.01%
250
-3,232
1155
$18.4K ﹤0.01%
730
+7
1156
$18.3K ﹤0.01%
1,580
1157
$18.2K ﹤0.01%
2,199
1158
$18.2K ﹤0.01%
357
+1
1159
$18.1K ﹤0.01%
703
-44
1160
$18K ﹤0.01%
500
1161
$18K ﹤0.01%
730
1162
$18K ﹤0.01%
2,284
+74
1163
$17.9K ﹤0.01%
142
-163
1164
$17.7K ﹤0.01%
4,135
+585
1165
$17.6K ﹤0.01%
+393
1166
$17.4K ﹤0.01%
825
-18,531
1167
$17.4K ﹤0.01%
459
+9
1168
$17.3K ﹤0.01%
482
-2,546
1169
$17.3K ﹤0.01%
790
1170
$17K ﹤0.01%
396
1171
$17K ﹤0.01%
1,537
1172
$16.9K ﹤0.01%
102
+1
1173
$16.8K ﹤0.01%
250
1174
$16.8K ﹤0.01%
148
-202
1175
$16.7K ﹤0.01%
407
-85
45 46
47
48 49