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
1201
$14.7K ﹤0.01%
632
+9
1202
$14.7K ﹤0.01%
111
-150
1203
$14.7K ﹤0.01%
307
+3
1204
$14.6K ﹤0.01%
253
-23
1205
$14.6K ﹤0.01%
453
-118
1206
$14.5K ﹤0.01%
616
1207
$14.5K ﹤0.01%
356
+1
1208
$14.5K ﹤0.01%
619
-8
1209
$14.5K ﹤0.01%
300
1210
$14.4K ﹤0.01%
173
-115
1211
$14.4K ﹤0.01%
774
-5
1212
$14.4K ﹤0.01%
145
-95
1213
$14.2K ﹤0.01%
92
1214
$14.2K ﹤0.01%
55
+18
1215
$14.1K ﹤0.01%
3,707
+2,543
1216
$14.1K ﹤0.01%
441
+291
1217
$14K ﹤0.01%
285
-26
1218
$14K ﹤0.01%
70
+32
1219
$13.9K ﹤0.01%
136
-20
1220
$13.8K ﹤0.01%
474
+6
1221
$13.8K ﹤0.01%
75
+5
1222
$13.8K ﹤0.01%
7,245
1223
$13.7K ﹤0.01%
26
1224
$13.7K ﹤0.01%
1,468
-206
1225
$13.7K ﹤0.01%
500
+300
47 48
49
50 51