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
1351
$8.12K ﹤0.01%
332
-369
1352
$8.11K ﹤0.01%
200
1353
$8.1K ﹤0.01%
200
1354
$8.07K ﹤0.01%
147
1355
$8.04K ﹤0.01%
+215
1356
$7.94K ﹤0.01%
800
1357
$7.91K ﹤0.01%
156
1358
$7.9K ﹤0.01%
791
-181
1359
$7.88K ﹤0.01%
106
-18
1360
$7.83K ﹤0.01%
300
-331
1361
$7.81K ﹤0.01%
200
+100
1362
$7.78K ﹤0.01%
615
+19
1363
$7.75K ﹤0.01%
458
-192
1364
$7.7K ﹤0.01%
+410
1365
$7.69K ﹤0.01%
68
+64
1366
$7.62K ﹤0.01%
162
-1,064
1367
$7.57K ﹤0.01%
106
1368
$7.49K ﹤0.01%
33
-39
1369
$7.43K ﹤0.01%
109
-139
1370
$7.41K ﹤0.01%
80
-103
1371
$7.35K ﹤0.01%
170
1372
$7.34K ﹤0.01%
55
1373
$7.34K ﹤0.01%
96
1374
$7.31K ﹤0.01%
211
-40
1375
$7.3K ﹤0.01%
500
53 54
55
56 57