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
1251
$12.6K ﹤0.01%
389
-98
1252
$12.5K ﹤0.01%
299
-498
1253
$12.4K ﹤0.01%
600
1254
$12.4K ﹤0.01%
100
1255
$12.3K ﹤0.01%
1,017
1256
$12.3K ﹤0.01%
119
-5
1257
$12.3K ﹤0.01%
517
1258
$12.2K ﹤0.01%
335
1259
$12.2K ﹤0.01%
293
1260
$12.2K ﹤0.01%
1,295
+10
1261
$12.1K ﹤0.01%
300
1262
$12K ﹤0.01%
275
-175
1263
$12K ﹤0.01%
130
+100
1264
$12K ﹤0.01%
321
+5
1265
$12K ﹤0.01%
267
-50
1266
$12K ﹤0.01%
791
-399
1267
$11.9K ﹤0.01%
167
1268
$11.9K ﹤0.01%
225
+9
1269
$11.9K ﹤0.01%
239
+96
1270
$11.9K ﹤0.01%
200
1271
$11.8K ﹤0.01%
142
-220
1272
$11.7K ﹤0.01%
51
+46
1273
$11.6K ﹤0.01%
151
1274
$11.6K ﹤0.01%
346
-46
1275
$11.6K ﹤0.01%
243
49 50
51
52 53