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
1276
$11.6K ﹤0.01%
300
1277
$11.6K ﹤0.01%
708
1278
$11.5K ﹤0.01%
155
1279
$11.4K ﹤0.01%
235
+2
1280
$11.4K ﹤0.01%
300
1281
$11.4K ﹤0.01%
240
1282
$11.4K ﹤0.01%
22
-20
1283
$11.3K ﹤0.01%
41
-12
1284
$11.3K ﹤0.01%
2,502
+1,622
1285
$11.2K ﹤0.01%
237
1286
$11.1K ﹤0.01%
281
+13
1287
$11.1K ﹤0.01%
387
-78
1288
$11.1K ﹤0.01%
200
1289
$11K ﹤0.01%
1,170
+848
1290
$10.9K ﹤0.01%
100
1291
$10.8K ﹤0.01%
1,975
+100
1292
$10.7K ﹤0.01%
5,900
+1,500
1293
$10.7K ﹤0.01%
1,021
-23
1294
$10.6K ﹤0.01%
935
-118
1295
$10.6K ﹤0.01%
110
-290
1296
$10.6K ﹤0.01%
167
+70
1297
$10.5K ﹤0.01%
307
+140
1298
$10.5K ﹤0.01%
236
-192
1299
$10.4K ﹤0.01%
42
-5
1300
$10.4K ﹤0.01%
119
-15
50 51
52
53 54