Advisornet Financial Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Capital Group Growth ETF
CGGR
|
+$7.87M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$6.99M |
| 3 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$6.8M |
| 4 |
Capital Group International Focus Equity ETF
CGXU
|
+$6.12M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$5.16M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares National Muni Bond ETF
MUB
|
+$1.67M |
| 2 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$1.57M |
| 3 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
+$961K |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
+$921K |
| 5 |
CSX Corp
CSX
|
+$892K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 7.1% |
| 2 | Financials | 4.6% |
| 3 | Industrials | 3.66% |
| 4 | Healthcare | 3.46% |
| 5 | Consumer Discretionary | 1.9% |
Similar funds
Advisornet Financial's Q1 2025 Portfolio in Review
As of Q1 2025, Advisornet Financial held 2,267 positions worth $1.35B, up 13% from $1.19B the previous quarter. Its ten largest holdings account for 19% of the portfolio.
Advisornet Financial deployed $176M of net new capital in Q1 2025, opening 299 new positions and adding to 879 existing holdings. Its largest new stake was Anfield Universal Fixed Income ETF: 463,894 shares worth $4.27M.
By sector, the portfolio is most concentrated in Technology at 7.1% of assets, down from 8.9% a quarter earlier, followed by Financials and Industrials.
On the sell side, the largest reduction was iShares National Muni Bond ETF, an estimated $1.67M trimmed.
- Advisornet Financial's largest Q1 2025 buy was Anfield Universal Fixed Income ETF: 463,894 shares worth $4.27M.
- Advisornet Financial added most to Capital Group Growth ETF in Q1 2025, an estimated $7.87M increase.
- Advisornet Financial's biggest Q1 2025 reduction was iShares National Muni Bond ETF, cutting an estimated $1.67M.
- Advisornet Financial fully exited Smartsheet Inc. in Q1 2025, selling an estimated $305K.
- Advisornet Financial's ten largest holdings make up 19% of its $1.35B portfolio in Q1 2025.
- Advisornet Financial opened 299 new positions and closed 96 in Q1 2025.
- Advisornet Financial's portfolio value rose 13% quarter-over-quarter to $1.35B.
Based on Advisornet Financial's 13F filing for Q1 2025, filed 7 Apr 2025.