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
1326
$9.34K ﹤0.01%
250
1327
$9.31K ﹤0.01%
162
-215
1328
$9.22K ﹤0.01%
161
-28
1329
$9.18K ﹤0.01%
36
-22
1330
$9.17K ﹤0.01%
+600
1331
$9.16K ﹤0.01%
202
1332
$9.1K ﹤0.01%
1,372
1333
$9.07K ﹤0.01%
159
1334
$9.02K ﹤0.01%
259
1335
$9.01K ﹤0.01%
49
+3
1336
$8.97K ﹤0.01%
458
1337
$8.88K ﹤0.01%
23
-156
1338
$8.84K ﹤0.01%
55
-1
1339
$8.83K ﹤0.01%
150
1340
$8.8K ﹤0.01%
+364
1341
$8.65K ﹤0.01%
100
1342
$8.6K ﹤0.01%
2,250
1343
$8.59K ﹤0.01%
184
-44
1344
$8.57K ﹤0.01%
144
-360
1345
$8.55K ﹤0.01%
93
-28
1346
$8.54K ﹤0.01%
239
1347
$8.53K ﹤0.01%
128
-122
1348
$8.36K ﹤0.01%
395
-1,315
1349
$8.3K ﹤0.01%
230
-75
1350
$8.28K ﹤0.01%
355
52 53
54
55 56