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
101
$2.69M 0.23%
18,592
+981
102
$2.65M 0.22%
20,618
-1,383
103
$2.63M 0.22%
19,953
+260
104
$2.51M 0.21%
11,941
+557
105
$2.48M 0.21%
107,070
-3,567
106
$2.46M 0.21%
13,808
-1,632
107
$2.46M 0.21%
4,667
-688
108
$2.4M 0.2%
10,874
+807
109
$2.37M 0.2%
18,286
+1,599
110
$2.35M 0.2%
46,888
-3,212
111
$2.33M 0.2%
44,705
-15,293
112
$2.33M 0.2%
42,624
+4,273
113
$2.33M 0.19%
18,361
-12,547
114
$2.24M 0.19%
61,162
-9,100
115
$2.24M 0.19%
43,765
+2,693
116
$2.2M 0.18%
10,708
-88
117
$2.19M 0.18%
12,694
+4,648
118
$2.17M 0.18%
18,781
-2,857
119
$2.16M 0.18%
83,479
-2,121
120
$2.15M 0.18%
6,815
-48
121
$2.15M 0.18%
47,373
-2,861
122
$2.14M 0.18%
16,543
+1,532
123
$2.1M 0.18%
14,120
-1,298
124
$2.1M 0.18%
84,511
-838
125
$2.1M 0.18%
47,816
-8,996
3 4
5
6 7