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
1301
$10.4K ﹤0.01%
779
1302
$10.3K ﹤0.01%
5,746
-2,802
1303
$10.3K ﹤0.01%
144
-100
1304
$10.2K ﹤0.01%
1,197
+939
1305
$10.1K ﹤0.01%
250
1306
$9.99K ﹤0.01%
360
1307
$9.99K ﹤0.01%
276
-23
1308
$9.96K ﹤0.01%
373
-98
1309
$9.9K ﹤0.01%
325
1310
$9.9K ﹤0.01%
+441
1311
$9.87K ﹤0.01%
270
-5
1312
$9.86K ﹤0.01%
258
1313
$9.86K ﹤0.01%
90
-8
1314
$9.82K ﹤0.01%
2,500
1315
$9.67K ﹤0.01%
572
-363
1316
$9.66K ﹤0.01%
218
1317
$9.64K ﹤0.01%
391
1318
$9.62K ﹤0.01%
200
1319
$9.59K ﹤0.01%
92
-6
1320
$9.58K ﹤0.01%
211
1321
$9.52K ﹤0.01%
150
1322
$9.48K ﹤0.01%
62
-14
1323
$9.48K ﹤0.01%
20
-1
1324
$9.47K ﹤0.01%
500
1325
$9.46K ﹤0.01%
1,027
-1,977
51 52
53
54 55