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
1226
$13.7K ﹤0.01%
471
+93
1227
$13.6K ﹤0.01%
73
-77
1228
$13.6K ﹤0.01%
409
1229
$13.6K ﹤0.01%
1,044
-15
1230
$13.4K ﹤0.01%
310
-310
1231
$13.3K ﹤0.01%
1,139
-3,151
1232
$13.3K ﹤0.01%
155
-23
1233
$13.3K ﹤0.01%
1,386
-95
1234
$13.3K ﹤0.01%
+1,750
1235
$13.3K ﹤0.01%
318
1236
$13.2K ﹤0.01%
196
1237
$13.2K ﹤0.01%
277
1238
$13.2K ﹤0.01%
285
-47
1239
$13.1K ﹤0.01%
124
-326
1240
$13K ﹤0.01%
208
+1
1241
$13K ﹤0.01%
1,966
-1,462
1242
$12.9K ﹤0.01%
187
1243
$12.9K ﹤0.01%
266
-1,168
1244
$12.9K ﹤0.01%
400
1245
$12.9K ﹤0.01%
1,379
1246
$12.8K ﹤0.01%
635
-135
1247
$12.7K ﹤0.01%
2,124
1248
$12.6K ﹤0.01%
500
-360
1249
$12.6K ﹤0.01%
699
1250
$12.6K ﹤0.01%
432
48 49
50
51 52